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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 | $259,882 | $209,425+24.1% | $178,499+45.6% | $158,966+63.5% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 35.33% | 188.80%-153.5pp | 151.10%-115.8pp | 302.95%-267.6pp |
| Employer contribution / active EE | $3,800 | $5,707-33.4% | $5,011-24.2% | $4,762-20.2% |
| Participant deferral / active EE | $4,333 | $5,955-27.2% | $5,202-16.7% | $5,983-27.6% |
| Admin fee / account holder | $106 | $17,078-99.4% | $13,986-99.2% | $11,250-99.1% |