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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 | $570,698 | $175,259+225.6% | $149,723+281.2% | $139,487+309.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 16.72% | 166.82%-150.1pp | 134.50%-117.8pp | 373.84%-357.1pp |
| Employer contribution / active EE | $9,068 | $5,478+65.5% | $4,821+88.1% | $4,755+90.7% |
| Participant deferral / active EE | $13,358 | $6,522+104.8% | $5,682+135.1% | $6,713+99.0% |
| Admin fee / account holder | $41 | $16,158-99.7% | $13,215-99.7% | $11,407-99.6% |