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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 | $366,116 | $116,203+215.1% | $93,621+291.1% | $152,897+139.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 23.50% | 35.96%-12.5pp | 32.76%-9.3pp | 345.43%-321.9pp |
| Employer contribution / active EE | $2,929 | $3,219-9.0% | $2,719+7.7% | $4,764-38.5% |
| Participant deferral / active EE | $8,436 | $4,605+83.2% | $4,070+107.3% | $5,851+44.2% |
| Admin fee / account holder | $229 | $10,751-97.9% | $7,890-97.1% | $11,599-98.0% |