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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 | $275,402 | $73,518+274.6% | $63,003+337.1% | $147,585+86.6% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.8%-2.1pp | 82.8%-10.1pp |
| Annual return | 12.51% | 175.46%-163.0pp | 87.59%-75.1pp | 578.57%-566.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,029 | $4,183+68.0% | $3,329+111.1% | $5,439+29.2% |
| Admin fee / account holder | $118 | $5,952-98.0% | $3,600-96.7% | $10,885-98.9% |