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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 | $266,212 | $175,231+51.9% | $149,696+77.8% | $139,466+90.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.60% | 166.77%-147.2pp | 134.46%-114.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $9,392 | $5,478+71.5% | $4,821+94.8% | $4,754+97.6% |
| Participant deferral / active EE | $8,940 | $6,521+37.1% | $5,682+57.3% | $6,712+33.2% |
| Admin fee / account holder | $7 | $16,155-100.0% | $13,212-99.9% | $11,409-99.9% |