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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 | $258,594 | $88,707+191.5% | $74,184+248.6% | $273,972-5.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.70% | 11.94%-1.2pp | 17.74%-7.0pp | 41.46%-30.8pp |
| Employer contribution / active EE | $6,193 | $3,159+96.0% | $2,370+161.3% | $4,869+27.2% |
| Participant deferral / active EE | $8,051 | $4,212+91.1% | $3,550+126.8% | $5,287+52.3% |
| Admin fee / account holder | $162 | $8,717-98.1% | $5,586-97.1% | $10,133-98.4% |