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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 | $264,245 | $102,595+157.6% | $94,057+180.9% | $154,746+70.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 19.48% | 583.42%-563.9pp | 480.62%-461.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,951 | $3,147-6.2% | $2,933+0.6% | $4,379-32.6% |
| Participant deferral / active EE | $9,929 | $5,118+94.0% | $4,709+110.8% | $6,730+47.5% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |