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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 | $285,694 | $227,291+25.7% | $214,702+33.1% | $155,188+84.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.66% | 60.08%-44.4pp | 54.55%-38.9pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,004 | $6,772-70.4% | $6,461-69.0% | $4,248-52.8% |
| Participant deferral / active EE | $8,095 | $9,582-15.5% | $9,147-11.5% | $6,531+23.9% |
| Admin fee / account holder | $124 | $20,413-99.4% | $19,830-99.4% | $14,480-99.1% |