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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 | $104,650+392.5% | $83,854+514.6% | $155,188+232.1% |
| Participation rate | 80.0% | 65.1%+14.9pp | 59.1%+20.9pp | 80.8%-0.8pp |
| Annual return | 12.07% | 28.97%-16.9pp | 31.39%-19.3pp | 148.84%-136.8pp |
| Employer contribution / active EE | $1,338 | $1,196+11.8% | $1,017+31.5% | $4,248-68.5% |
| Participant deferral / active EE | $1,310 | $2,367-44.7% | $2,035-35.6% | $6,531-79.9% |
| Admin fee / account holder | $9 | $3,518-99.8% | $3,197-99.7% | $14,480-99.9% |