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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 | $354,201 | $201,370+75.9% | $184,256+92.2% | $145,897+142.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.55% | 29.05%-8.5pp | 28.85%-8.3pp | 552.29%-531.7pp |
| Employer contribution / active EE | $5,964 | $7,024-15.1% | $6,427-7.2% | $4,663+27.9% |
| Participant deferral / active EE | $13,634 | $9,808+39.0% | $9,133+49.3% | $6,689+103.8% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |