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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 | $373,229 | $93,345+299.8% | $119,126+213.3% | $87,485+326.6% |
| Participation rate | 96.8% | 68.7%+28.0pp | 75.8%+21.0pp | 68.9%+27.8pp |
| Annual return | 13.07% | 19.08%-6.0pp | 282.11%-269.0pp | 26.06%-13.0pp |
| Employer contribution / active EE | $5,185 | $3,172+63.5% | $4,034+28.5% | $2,596+99.7% |
| Participant deferral / active EE | $5,544 | $4,099+35.3% | $5,318+4.3% | $4,274+29.7% |
| Admin fee / account holder | $131 | $8,039-98.4% | $10,693-98.8% | $7,775-98.3% |