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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 | $257,521 | $201,372+27.9% | $184,260+39.8% | $145,884+76.5% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 16.22% | 29.04%-12.8pp | 28.84%-12.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $29,645 | $7,024+322.1% | $6,427+361.2% | $4,662+535.8% |
| Participant deferral / active EE | $16,790 | $9,808+71.2% | $9,133+83.8% | $6,690+151.0% |
| Admin fee / account holder | $111 | $16,362-99.3% | $13,898-99.2% | $13,392-99.2% |