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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 | $408,480 | $202,345+101.9% | $172,755+136.5% | $152,885+167.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 18.07% | 1029.77%-1011.7pp | 802.94%-784.9pp | 345.39%-327.3pp |
| Employer contribution / active EE | $1,583 | $5,858-73.0% | $5,144-69.2% | $4,763-66.8% |
| Participant deferral / active EE | $6,155 | $5,948+3.5% | $5,198+18.4% | $5,851+5.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |