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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 | $523,133 | $197,637+164.7% | $177,848+194.1% | $158,982+229.1% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.7%+7.9pp | 82.0%+13.7pp |
| Annual return | 12.35% | 58.77%-46.4pp | 48.33%-36.0pp | 302.99%-290.6pp |
| Employer contribution / active EE | $17,669 | $6,698+163.8% | $5,919+198.5% | $4,763+271.0% |
| Participant deferral / active EE | $15,030 | $8,405+78.8% | $7,714+94.8% | $5,983+151.2% |
| Admin fee / account holder | -$331 | $15,406-102.1% | $12,431-102.7% | $11,252-102.9% |