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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 | $531,979 | $135,956+291.3% | $123,894+329.4% | $273,972+94.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 4.14% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $10,624 | $5,170+105.5% | $4,617+130.1% | $4,869+118.2% |
| Participant deferral / active EE | $12,146 | $6,343+91.5% | $5,984+103.0% | $5,287+129.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |