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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 | $515,353 | $94,439+445.7% | $73,658+599.7% | $154,746+233.0% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 12.07% | 28.25%-16.2pp | 29.72%-17.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,338 | $1,257+6.4% | $1,032+29.6% | $4,379-69.5% |
| Participant deferral / active EE | $1,310 | $2,527-48.2% | $2,062-36.5% | $6,730-80.5% |
| Admin fee / account holder | $9 | $3,843-99.8% | $3,357-99.7% | $14,365-99.9% |