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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 | $324,365 | $197,637+64.1% | $177,848+82.4% | $158,982+104.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.36% | 58.77%-46.4pp | 48.33%-36.0pp | 302.99%-290.6pp |
| Employer contribution / active EE | $4,935 | $6,698-26.3% | $5,919-16.6% | $4,763+3.6% |
| Participant deferral / active EE | $8,179 | $8,405-2.7% | $7,714+6.0% | $5,983+36.7% |
| Admin fee / account holder | $129 | $15,406-99.2% | $12,431-99.0% | $11,252-98.9% |