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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 | $385,403 | $209,336+84.1% | $197,124+95.5% | $137,256+180.8% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 16.60% | 48.09%-31.5pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $5,959 | $6,591-9.6% | $6,227-4.3% | $4,156+43.4% |
| Participant deferral / active EE | $12,288 | $9,614+27.8% | $9,135+34.5% | $6,407+91.8% |
| Admin fee / account holder | $12 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |