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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 | $382,617 | $178,174+114.7% | $156,181+145.0% | $137,256+178.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 15.71% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,776 | $4,972-44.2% | $4,294-35.3% | $4,156-33.2% |
| Participant deferral / active EE | $13,526 | $6,888+96.4% | $6,132+120.6% | $6,407+111.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |