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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 | $525,707 | $138,312+280.1% | $122,979+327.5% | $155,188+238.8% |
| Participation rate | 85.7% | 80.2%+5.5pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 16.91% | 22.06%-5.2pp | 20.12%-3.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $10,935 | $3,530+209.7% | $3,062+257.1% | $4,248+157.4% |
| Participant deferral / active EE | $11,602 | $5,592+107.5% | $5,003+131.9% | $6,531+77.6% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |