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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 | $413,390 | $139,948+195.4% | $121,663+239.8% | $154,746+167.1% |
| Participation rate | 88.9% | 78.0%+10.9pp | 74.5%+14.4pp | 80.7%+8.2pp |
| Annual return | 21.57% | 230.52%-208.9pp | 147.54%-126.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $3,406 | $3,521-3.3% | $3,020+12.8% | $4,379-22.2% |
| Participant deferral / active EE | $5,322 | $5,629-5.5% | $4,887+8.9% | $6,730-20.9% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |