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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 | $597,968 | $183,516+225.8% | $155,534+284.5% | $145,884+309.9% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 19.86% | 61.43%-41.6pp | 64.92%-45.1pp | 551.85%-532.0pp |
| Employer contribution / active EE | $8,974 | $5,315+68.9% | $4,675+92.0% | $4,662+92.5% |
| Participant deferral / active EE | $4,847 | $6,467-25.0% | $5,630-13.9% | $6,690-27.5% |
| Admin fee / account holder | $12 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |