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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 | $435,716 | $153,769+183.4% | $133,975+225.2% | $273,972+59.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.69% | 36.51%-32.8pp | 29.29%-25.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $20,786 | $6,029+244.8% | $5,211+298.9% | $4,869+326.9% |
| Participant deferral / active EE | $17,404 | $6,958+150.1% | $6,282+177.1% | $5,287+229.2% |
| Admin fee / account holder | $248 | $11,765-97.9% | $9,324-97.3% | $10,133-97.5% |