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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 | $293,537 | $209,336+40.2% | $197,124+48.9% | $137,256+113.9% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 13.98% | 48.09%-34.1pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $6,226 | $6,591-5.5% | $6,2270% | $4,156+49.8% |
| Participant deferral / active EE | $4,532 | $9,614-52.9% | $9,135-50.4% | $6,407-29.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |