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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 | $271,710 | $209,336+29.8% | $197,124+37.8% | $137,256+98.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.03% | 48.09%-28.1pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,937 | $6,591-55.4% | $6,227-52.8% | $4,156-29.3% |
| Participant deferral / active EE | $6,060 | $9,614-37.0% | $9,135-33.7% | $6,407-5.4% |
| Admin fee / account holder | $26 | $17,308-99.9% | $16,298-99.8% | $12,270-99.8% |