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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 | $251,032 | $152,612+64.5% | $125,192+100.5% | $152,897+64.2% |
| Participation rate | 85.0% | 83.3%+1.7pp | 79.8%+5.2pp | 82.5%+2.5pp |
| Annual return | 15.65% | 54.85%-39.2pp | 43.79%-28.1pp | 345.43%-329.8pp |
| Employer contribution / active EE | $1,919 | $4,947-61.2% | $3,866-50.4% | $4,764-59.7% |
| Participant deferral / active EE | $11,365 | $5,868+93.7% | $4,937+130.2% | $5,851+94.2% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |