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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 | $385,929 | $175,259+120.2% | $149,723+157.8% | $139,487+176.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 23.80% | 166.82%-143.0pp | 134.50%-110.7pp | 373.84%-350.0pp |
| Employer contribution / active EE | $2,472 | $5,478-54.9% | $4,821-48.7% | $4,755-48.0% |
| Participant deferral / active EE | $10,304 | $6,522+58.0% | $5,682+81.3% | $6,713+53.5% |
| Admin fee / account holder | $166 | $16,158-99.0% | $13,215-98.7% | $11,407-98.5% |