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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 | $321,291 | $138,385+132.2% | $184,243+74.4% | $80,925+297.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 21.79% | 20.02%+1.8pp | 28.82%-7.0pp | 35.65%-13.9pp |
| Employer contribution / active EE | $9,096 | $4,851+87.5% | $6,427+41.5% | $2,756+230.0% |
| Participant deferral / active EE | $20,935 | $7,075+195.9% | $9,132+129.2% | $4,299+387.0% |
| Admin fee / account holder | $298 | $10,489-97.2% | $13,914-97.9% | $6,940-95.7% |