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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 | $258,157 | $212,386+21.6% | $199,883+29.2% | $138,895+85.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 17.64% | 47.75%-30.1pp | 43.81%-26.2pp | 145.39%-127.8pp |
| Employer contribution / active EE | $4,751 | $6,625-28.3% | $6,261-24.1% | $4,194+13.3% |
| Participant deferral / active EE | $17,546 | $9,617+82.4% | $9,138+92.0% | $6,396+174.3% |
| Admin fee / account holder | $14 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |