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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 | $528,827 | $162,785+224.9% | $133,959+294.8% | $158,950+232.7% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 15.86% | 41.94%-26.1pp | 45.09%-29.2pp | 302.91%-287.0pp |
| Employer contribution / active EE | $7,578 | $4,975+52.3% | $3,919+93.4% | $4,762+59.1% |
| Participant deferral / active EE | $6,148 | $5,910+4.0% | $5,047+21.8% | $5,983+2.8% |
| Admin fee / account holder | $73 | $11,738-99.4% | $8,928-99.2% | $11,248-99.4% |