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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 | $266,865 | $172,111+55.1% | $150,298+77.6% | $137,256+94.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.60% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $6,105 | $4,636+31.7% | $4,154+47.0% | $4,156+46.9% |
| Participant deferral / active EE | $5,514 | $6,166-10.6% | $5,453+1.1% | $6,407-13.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |