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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 | $315,306 | $183,516+71.8% | $155,534+102.7% | $145,884+116.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.73% | 61.43%-43.7pp | 64.92%-47.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $6,897 | $5,315+29.8% | $4,675+47.5% | $4,662+47.9% |
| Participant deferral / active EE | $7,378 | $6,467+14.1% | $5,630+31.0% | $6,690+10.3% |
| Admin fee / account holder | $33 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |