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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 | $250,719 | $185,312+35.3% | $161,489+55.3% | $154,746+62.0% |
| Participation rate | 87.0% | 82.5%+4.5pp | 78.7%+8.3pp | 80.7%+6.3pp |
| Annual return | 16.90% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $4,880 | $4,769+2.3% | $4,268+14.3% | $4,379+11.4% |
| Participant deferral / active EE | $9,639 | $6,350+51.8% | $5,630+71.2% | $6,730+43.2% |
| Admin fee / account holder | $7 | $18,654-100.0% | $16,006-100.0% | $14,365-99.9% |