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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 | $514,906 | $148,582+246.5% | $135,942+278.8% | $139,456+269.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 23.92% | 79.26%-55.3pp | 68.28%-44.4pp | 373.45%-349.5pp |
| Employer contribution / active EE | $1,883 | $5,245-64.1% | $4,858-61.2% | $4,753-60.4% |
| Participant deferral / active EE | $8,685 | $8,101+7.2% | $7,759+11.9% | $6,711+29.4% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |