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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 | $1,052,432 | $184,014+471.9% | $161,149+553.1% | $138,895+657.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 12.31% | 21.52%-9.2pp | 21.16%-8.8pp | 145.39%-133.1pp |
| Employer contribution / active EE | $8,572 | $5,055+69.6% | $4,360+96.6% | $4,194+104.4% |
| Participant deferral / active EE | $13,031 | $6,909+88.6% | $6,153+111.8% | $6,396+103.7% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |