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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 | $253,760 | $135,956+86.6% | $123,894+104.8% | $273,972-7.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.11% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.3pp |
| Employer contribution / active EE | $6,516 | $5,170+26.0% | $4,617+41.1% | $4,869+33.8% |
| Participant deferral / active EE | $12,045 | $6,343+89.9% | $5,984+101.3% | $5,287+127.8% |
| Admin fee / account holder | $266 | $9,817-97.3% | $8,357-96.8% | $10,133-97.4% |