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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 | $540,028 | $209,405+157.9% | $178,486+202.6% | $158,931+239.8% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 23.83% | 188.77%-164.9pp | 151.08%-127.2pp | 302.86%-279.0pp |
| Employer contribution / active EE | $2,537 | $5,707-55.5% | $5,011-49.4% | $4,761-46.7% |
| Participant deferral / active EE | $6,584 | $5,954+10.6% | $5,202+26.6% | $5,982+10.1% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |