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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 | $265,804 | $99,053+168.3% | $88,179+201.4% | $138,895+91.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.1%+10.9pp | 79.9%+0.1pp |
| Annual return | 28.62% | 78.17%-49.5pp | 64.97%-36.3pp | 145.39%-116.8pp |
| Employer contribution / active EE | $3,986 | $2,882+38.3% | $2,549+56.4% | $4,194-5.0% |
| Participant deferral / active EE | $5,830 | $5,225+11.6% | $4,614+26.4% | $6,396-8.9% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |