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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 | $296,295 | $141,004+110.1% | $112,273+163.9% | $139,456+112.5% |
| Participation rate | 84.6% | 79.2%+5.4pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 40.90% | 32.75%+8.1pp | 30.23%+10.7pp | 373.45%-332.5pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |