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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 | $526,341 | $106,749+393.1% | $145,433+261.9% | $82,448+538.4% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 17.07% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $7,082 | $3,444+105.6% | $4,554+55.5% | $2,551+177.6% |
| Participant deferral / active EE | $12,939 | $6,519+98.5% | $7,897+63.8% | $4,139+212.6% |
| Admin fee / account holder | $67 | $8,390-99.2% | $13,129-99.5% | $7,234-99.1% |