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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 | $821,800 | $180,749+354.7% | $160,784+411.1% | $137,256+498.7% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 17.23% | 2234.46%-2217.2pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,378 | $4,155-66.8% | $3,733-63.1% | $4,156-66.9% |
| Participant deferral / active EE | $10,900 | $6,844+59.3% | $6,293+73.2% | $6,407+70.1% |
| Admin fee / account holder | $239 | $10,397-97.7% | $9,717-97.5% | $12,270-98.1% |