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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 | $466,935 | $124,425+275.3% | $112,040+316.8% | $137,256+240.2% |
| Participation rate | 78.6% | 79.3%-0.7pp | 76.5%+2.1pp | 80.0%-1.4pp |
| Annual return | 14.42% | 24.72%-10.3pp | 24.52%-10.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,932 | $3,411+15.2% | $2,954+33.1% | $4,156-5.4% |
| Participant deferral / active EE | $10,770 | $5,718+88.3% | $5,098+111.3% | $6,407+68.1% |
| Admin fee / account holder | $58 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |