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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 | $281,784 | $121,677+131.6% | $104,625+169.3% | $158,966+77.3% |
| Participation rate | 95.0% | 77.5%+17.5pp | 74.1%+20.9pp | 82.0%+13.0pp |
| Annual return | 39.70% | 465.58%-425.9pp | 340.60%-300.9pp | 302.95%-263.2pp |
| Employer contribution / active EE | $1,170 | $3,165-63.0% | $2,681-56.4% | $4,762-75.4% |
| Participant deferral / active EE | $1,364 | $4,175-67.3% | $3,738-63.5% | $5,983-77.2% |
| Admin fee / account holder | $49 | $7,777-99.4% | $6,465-99.2% | $11,250-99.6% |