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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 | $283,836 | $209,336+35.6% | $197,124+44.0% | $137,256+106.8% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 21.22% | 48.09%-26.9pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $11,966 | $6,591+81.6% | $6,227+92.1% | $4,156+187.9% |
| Participant deferral / active EE | $9,582 | $9,614-0.3% | $9,135+4.9% | $6,407+49.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |