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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 | $525,198 | $135,956+286.3% | $123,894+323.9% | $273,972+91.7% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 9.17% | 56.63%-47.5pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $11,969 | $5,170+131.5% | $4,617+159.2% | $4,869+145.8% |
| Participant deferral / active EE | $11,967 | $6,343+88.7% | $5,984+100.0% | $5,287+126.3% |
| Admin fee / account holder | $5 | $9,817-99.9% | $8,357-99.9% | $10,133-100.0% |