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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 | $422,075 | $154,228+173.7% | $145,433+190.2% | $137,256+207.5% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 19.76% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $6,732 | $4,804+40.1% | $4,554+47.8% | $4,156+62.0% |
| Participant deferral / active EE | $15,983 | $8,216+94.5% | $7,897+102.4% | $6,407+149.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |