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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 | $565,376 | $183,592+208.0% | $155,567+263.4% | $145,959+287.4% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 15.23% | 61.24%-46.0pp | 64.74%-49.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $7,261 | $5,315+36.6% | $4,674+55.3% | $4,661+55.8% |
| Participant deferral / active EE | $8,871 | $6,464+37.2% | $5,628+57.6% | $6,689+32.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |