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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 | $553,863 | $95,406+480.5% | $185,849+198.0% | $85,847+545.2% |
| Participation rate | 96.8% | 68.8%+28.0pp | 81.7%+15.1pp | 69.3%+27.5pp |
| Annual return | 14.12% | 23.59%-9.5pp | 122.10%-108.0pp | 318.61%-304.5pp |
| Employer contribution / active EE | $19,057 | $3,314+475.1% | $5,169+268.7% | $2,565+642.9% |
| Participant deferral / active EE | $15,582 | $3,424+355.1% | $5,569+179.8% | $3,952+294.3% |
| Admin fee / account holder | $107 | $7,214-98.5% | $16,244-99.3% | $6,261-98.3% |