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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 | $282,537 | $168,635+67.5% | $147,617+91.4% | $125,389+125.3% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | 2.09% | 77.65%-75.6pp | 61.98%-59.9pp | 282.24%-280.2pp |
| Employer contribution / active EE | $2,395 | $6,252-61.7% | $5,564-57.0% | $4,866-50.8% |
| Participant deferral / active EE | $3,771 | $5,507-31.5% | $4,895-23.0% | $5,352-29.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |