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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 | $305,692 | $183,516+66.6% | $155,534+96.5% | $145,884+109.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,277 | $5,315-76.0% | $4,675-72.7% | $4,662-72.6% |
| Participant deferral / active EE | $3,622 | $6,467-44.0% | $5,630-35.7% | $6,690-45.9% |
| Admin fee / account holder | $15 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |