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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 | $426,774 | $181,896+134.6% | $156,551+172.6% | $273,972+55.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 23.16% | 30.74%-7.6pp | 32.23%-9.1pp | 41.46%-18.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,545 | $5,550-36.1% | $4,871-27.2% | $5,287-33.0% |
| Admin fee / account holder | $35 | $15,560-99.8% | $13,028-99.7% | $10,133-99.7% |