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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 | $299,257 | $181,896+64.5% | $156,551+91.2% | $273,972+9.2% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.24% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,506 | $6,248-75.9% | $5,501-72.6% | $4,869-69.1% |
| Participant deferral / active EE | $5,831 | $5,550+5.1% | $4,871+19.7% | $5,287+10.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |