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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 | $289,146 | $98,766+192.8% | $149,730+93.1% | $79,852+262.1% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.5%+13.2pp | 69.6%+26.0pp |
| Annual return | 17.46% | 27.43%-10.0pp | 276.70%-259.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $7,340 | $3,217+128.2% | $4,645+58.0% | $2,471+197.0% |
| Participant deferral / active EE | $11,743 | $5,681+106.7% | $6,843+71.6% | $3,740+214.0% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |