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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 | $508,797 | $166,020+206.5% | $164,866+208.6% | $145,959+248.6% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 15.85% | 100.08%-84.2pp | 69.97%-54.1pp | 561.95%-546.1pp |
| Employer contribution / active EE | $14,604 | $5,275+176.9% | $4,343+236.3% | $4,661+213.3% |
| Participant deferral / active EE | $8,175 | $6,961+17.4% | $6,033+35.5% | $6,689+22.2% |
| Admin fee / account holder | $104 | $16,644-99.4% | $12,689-99.2% | $13,398-99.2% |