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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $403,484 | $110,801+264.2% | $86,615+365.8% | $167,536+140.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 18.88% | 116.96%-98.1pp | 63.51%-44.6pp | 478.82%-459.9pp |
| Employer contribution / active EE | $2,350 | $3,245-27.6% | $2,496-5.8% | $4,839-51.4% |
| Participant deferral / active EE | $5,394 | $4,547+18.6% | $3,699+45.8% | $6,342-14.9% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,830-100.0% | $12,315-100.0% |