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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 | $293,787 | $183,592+60.0% | $155,574+88.8% | $145,877+101.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 118.15% | 61.37%+56.8pp | 64.87%+53.3pp | 551.28%-433.1pp |
| Employer contribution / active EE | $3,571 | $5,317-32.8% | $4,676-23.6% | $4,663-23.4% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |