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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 | $468,539 | $201,259+132.8% | $184,200+154.4% | $145,959+221.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 28.98%-12.1pp | 28.80%-11.9pp | 561.95%-545.1pp |
| Employer contribution / active EE | $2,140 | $7,018-69.5% | $6,424-66.7% | $4,661-54.1% |
| Participant deferral / active EE | $9,686 | $9,806-1.2% | $9,132+6.1% | $6,689+44.8% |
| Admin fee / account holder | $35 | $16,372-99.8% | $13,907-99.7% | $13,398-99.7% |