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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 | $303,744 | $118,708+155.9% | $98,920+207.1% | $158,982+91.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.54% | 372.49%-351.9pp | 196.47%-175.9pp | 302.99%-282.4pp |
| Employer contribution / active EE | $6,687 | $3,334+100.6% | $2,689+148.7% | $4,763+40.4% |
| Participant deferral / active EE | $9,432 | $5,089+85.3% | $4,245+122.2% | $5,983+57.6% |
| Admin fee / account holder | $5 | $10,134-100.0% | $6,643-99.9% | $11,252-100.0% |