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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 | $275,961 | $153,769+79.5% | $133,975+106.0% | $273,972+0.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.93% | 36.51%-26.6pp | 29.29%-19.4pp | 41.46%-31.5pp |
| Employer contribution / active EE | $24,264 | $6,029+302.5% | $5,211+365.6% | $4,869+398.4% |
| Participant deferral / active EE | $5,841 | $6,958-16.1% | $6,282-7.0% | $5,287+10.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |