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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 | $491,158 | $111,785+339.4% | $93,669+424.4% | $145,877+236.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 23.02% | 203.79%-180.8pp | 133.59%-110.6pp | 551.28%-528.3pp |
| Employer contribution / active EE | $3,987 | $3,096+28.8% | $2,424+64.5% | $4,663-14.5% |
| Participant deferral / active EE | $8,739 | $4,919+77.7% | $4,416+97.9% | $6,691+30.6% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |