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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 | $441,093 | $209,422+110.6% | $178,503+147.1% | $158,982+177.4% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 21.95% | 188.81%-166.9pp | 151.12%-129.2pp | 302.99%-281.0pp |
| Employer contribution / active EE | $7,522 | $5,707+31.8% | $5,011+50.1% | $4,763+57.9% |
| Participant deferral / active EE | $4,782 | $5,955-19.7% | $5,202-8.1% | $5,983-20.1% |
| Admin fee / account holder | $50 | $17,079-99.7% | $13,987-99.6% | $11,252-99.6% |