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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 | $769,224 | $226,046+240.3% | $182,508+321.5% | $152,870+403.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 14.82% | 192.52%-177.7pp | 148.54%-133.7pp | 345.34%-330.5pp |
| Employer contribution / active EE | $25,218 | $4,977+406.7% | $4,075+518.9% | $4,763+429.5% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,525-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $10,704-100.0% | $8,592-100.0% | $11,597-100.0% |