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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 | $323,185 | $201,259+60.6% | $184,200+75.5% | $145,959+121.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 20.47% | 28.98%-8.5pp | 28.80%-8.3pp | 561.95%-541.5pp |
| Employer contribution / active EE | $2,947 | $7,018-58.0% | $6,424-54.1% | $4,661-36.8% |
| Participant deferral / active EE | $10,792 | $9,806+10.0% | $9,132+18.2% | $6,689+61.3% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |