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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 | $270,650 | $209,336+29.3% | $197,124+37.3% | $137,256+97.2% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 23.48% | 48.09%-24.6pp | 44.34%-20.9pp | 220.34%-196.9pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $14,330 | $9,614+49.1% | $9,135+56.9% | $6,407+123.7% |
| Admin fee / account holder | $24 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |