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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 | $255,337 | $165,399+54.4% | $149,745+70.5% | $158,982+60.6% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 16.83% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.2pp |
| Employer contribution / active EE | $2,812 | $5,105-44.9% | $4,646-39.5% | $4,763-41.0% |
| Participant deferral / active EE | $8,786 | $7,183+22.3% | $6,843+28.4% | $5,983+46.8% |
| Admin fee / account holder | $29 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |