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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 | $611,411 | $114,119+435.8% | $107,187+470.4% | $138,895+340.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 19.51% | 273.21%-253.7pp | 204.55%-185.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $4,050 | $4,059-0.2% | $3,782+7.1% | $4,194-3.4% |
| Participant deferral / active EE | $6,025 | $5,538+8.8% | $5,096+18.2% | $6,396-5.8% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |