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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 | $416,170 | $181,062+129.8% | $158,223+163.0% | $155,188+168.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.04% | 57.39%-39.3pp | 52.09%-34.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $4,392 | $4,565-3.8% | $4,109+6.9% | $4,248+3.4% |
| Participant deferral / active EE | $11,026 | $6,134+79.7% | $5,467+101.7% | $6,531+68.8% |
| Admin fee / account holder | $130 | $18,825-99.3% | $16,047-99.2% | $14,480-99.1% |