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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 | $598,710 | $201,264+197.5% | $184,185+225.1% | $145,978+310.1% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 13.77% | 29.00%-15.2pp | 28.81%-15.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $3,958 | $7,021-43.6% | $6,426-38.4% | $4,662-15.1% |
| Participant deferral / active EE | $13,988 | $9,806+42.6% | $9,132+53.2% | $6,690+109.1% |
| Admin fee / account holder | $14 | $16,376-99.9% | $13,909-99.9% | $13,400-99.9% |