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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 | $257,849 | $209,422+23.1% | $178,503+44.5% | $158,982+62.2% |
| Participation rate | 94.7% | 86.4%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 13.93% | 188.81%-174.9pp | 151.12%-137.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $7,613 | $5,707+33.4% | $5,011+51.9% | $4,763+59.8% |
| Participant deferral / active EE | $8,430 | $5,955+41.6% | $5,202+62.0% | $5,983+40.9% |
| Admin fee / account holder | $268 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |