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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 | $276,360 | $181,062+52.6% | $158,223+74.7% | $155,188+78.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 16.04% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,592 | $4,565-43.2% | $4,109-36.9% | $4,248-39.0% |
| Participant deferral / active EE | $8,084 | $6,134+31.8% | $5,467+47.9% | $6,531+23.8% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |