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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 | $254,579 | $175,259+45.3% | $149,723+70.0% | $139,487+82.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.76% | 166.82%-151.1pp | 134.50%-118.7pp | 373.84%-358.1pp |
| Employer contribution / active EE | $4,831 | $5,478-11.8% | $4,821+0.2% | $4,755+1.6% |
| Participant deferral / active EE | $2,430 | $6,522-62.7% | $5,682-57.2% | $6,713-63.8% |
| Admin fee / account holder | $266 | $16,158-98.4% | $13,215-98.0% | $11,407-97.7% |