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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 | $520,126 | $176,105+195.3% | $159,474+226.2% | $167,536+210.5% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.18% | 331.91%-317.7pp | 263.68%-249.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $5,058 | $5,299-4.5% | $4,831+4.7% | $4,839+4.5% |
| Participant deferral / active EE | $8,337 | $7,751+7.6% | $7,353+13.4% | $6,342+31.5% |
| Admin fee / account holder | $22 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |