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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 | $674,147 | $209,336+222.0% | $197,124+242.0% | $137,256+391.2% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 16.05% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $11,895 | $6,591+80.5% | $6,227+91.0% | $4,156+186.2% |
| Participant deferral / active EE | $14,634 | $9,614+52.2% | $9,135+60.2% | $6,407+128.4% |
| Admin fee / account holder | $262 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |