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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 | $464,557 | $197,637+135.1% | $177,848+161.2% | $158,982+192.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.24% | 58.77%-39.5pp | 48.33%-29.1pp | 302.99%-283.7pp |
| Employer contribution / active EE | $9,108 | $6,698+36.0% | $5,919+53.9% | $4,763+91.2% |
| Participant deferral / active EE | $15,185 | $8,405+80.7% | $7,714+96.9% | $5,983+153.8% |
| Admin fee / account holder | $133 | $15,406-99.1% | $12,431-98.9% | $11,252-98.8% |