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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 | $429,958 | $153,769+179.6% | $133,975+220.9% | $273,972+56.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.36% | 36.51%-33.1pp | 29.29%-25.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $16,230 | $6,029+169.2% | $5,211+211.5% | $4,869+233.4% |
| Participant deferral / active EE | $20,290 | $6,958+191.6% | $6,282+223.0% | $5,287+283.8% |
| Admin fee / account holder | $41 | $11,765-99.7% | $9,324-99.6% | $10,133-99.6% |