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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 | $354,614 | $160,040+121.6% | $147,096+141.1% | $145,877+143.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.39% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $4,950 | $5,289-6.4% | $4,936+0.3% | $4,663+6.2% |
| Participant deferral / active EE | $12,472 | $8,429+48.0% | $8,071+54.5% | $6,691+86.4% |
| Admin fee / account holder | $1 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |