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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 | $392,036 | $227,399+72.4% | $189,758+106.6% | $198,609+97.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.40% | 61.03%-44.6pp | 52.62%-36.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $6,080 | $5,526+10.0% | $4,767+27.6% | $5,055+20.3% |
| Participant deferral / active EE | $7,787 | $6,837+13.9% | $5,856+33.0% | $6,977+11.6% |
| Admin fee / account holder | $53 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |