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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 | $252,972 | $202,342+25.0% | $172,753+46.4% | $152,909+65.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 12.74% | 1029.88%-1017.1pp | 803.00%-790.3pp | 345.46%-332.7pp |
| Employer contribution / active EE | $6,665 | $5,857+13.8% | $5,144+29.6% | $4,764+39.9% |
| Participant deferral / active EE | $7,939 | $5,948+33.5% | $5,198+52.7% | $5,851+35.7% |
| Admin fee / account holder | $184 | $17,112-98.9% | $13,956-98.7% | $11,601-98.4% |