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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 | $302,262 | $175,259+72.5% | $149,723+101.9% | $139,487+116.7% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 10.92% | 166.82%-155.9pp | 134.50%-123.6pp | 373.84%-362.9pp |
| Employer contribution / active EE | $1,310 | $5,478-76.1% | $4,821-72.8% | $4,755-72.5% |
| Participant deferral / active EE | $6,068 | $6,522-7.0% | $5,682+6.8% | $6,713-9.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |