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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 | $251,203 | $183,627+36.8% | $155,602+61.4% | $145,978+72.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.23% | 61.32%-52.1pp | 64.81%-55.6pp | 550.52%-541.3pp |
| Employer contribution / active EE | $3,681 | $5,316-30.8% | $4,675-21.3% | $4,662-21.0% |
| Participant deferral / active EE | $16,076 | $6,466+148.6% | $5,629+185.6% | $6,690+140.3% |
| Admin fee / account holder | $15 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |