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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 | $393,440 | $153,769+155.9% | $133,975+193.7% | $273,972+43.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.94% | 36.51%-32.6pp | 29.29%-25.4pp | 41.46%-37.5pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,954 | $6,958+100.5% | $6,282+122.1% | $5,287+163.9% |
| Admin fee / account holder | $30 | $11,765-99.7% | $9,324-99.7% | $10,133-99.7% |