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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 | $264,661 | $199,109+32.9% | $173,730+52.3% | $154,746+71.0% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 12.69% | 20.02%-7.3pp | 19.96%-7.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | $10,000 | $5,311+88.3% | $4,577+118.5% | $4,379+128.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |