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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 | $275,728 | $88,778+210.6% | $81,844+236.9% | $145,884+89.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 18.46% | 1033.03%-1014.6pp | 778.87%-760.4pp | 551.85%-533.4pp |
| Employer contribution / active EE | $2,493 | $3,087-19.2% | $2,916-14.5% | $4,662-46.5% |
| Participant deferral / active EE | $11,677 | $4,648+151.2% | $4,323+170.1% | $6,690+74.6% |
| Admin fee / account holder | $234 | $8,430-97.2% | $7,355-96.8% | $13,392-98.3% |