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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 | $391,870 | $102,393+282.7% | $147,041+166.5% | $80,911+384.3% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 12.49% | 134.95%-122.5pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |