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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 | $338,324 | $83,898+303.3% | $133,346+153.7% | $94,015+259.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 12.95% | 16.00%-3.1pp | 36.85%-23.9pp | 17.84%-4.9pp |
| Employer contribution / active EE | $3,594 | $1,821+97.4% | $2,853+25.9% | $2,790+28.8% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $133 | $7,809-98.3% | $14,264-99.1% | $8,951-98.5% |