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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 | $516,829 | $148,623+247.7% | $135,974+280.1% | $139,466+270.6% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 12.23% | 79.30%-67.1pp | 68.30%-56.1pp | 373.66%-361.4pp |
| Employer contribution / active EE | $12,439 | $5,246+137.1% | $4,859+156.0% | $4,754+161.7% |
| Participant deferral / active EE | $16,792 | $8,103+107.2% | $7,760+116.4% | $6,712+150.2% |
| Admin fee / account holder | $58 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |