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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 | $1,398,456 | $185,312+654.7% | $161,489+766.0% | $154,746+803.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 15.05% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $21,553 | $4,769+351.9% | $4,268+404.9% | $4,379+392.2% |
| Participant deferral / active EE | $24,958 | $6,350+293.1% | $5,630+343.3% | $6,730+270.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |