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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 | $255,257 | $154,228+65.5% | $145,433+75.5% | $137,256+86.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.01% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $9,172 | $4,804+90.9% | $4,554+101.4% | $4,156+120.7% |
| Participant deferral / active EE | $16,179 | $8,216+96.9% | $7,897+104.9% | $6,407+152.5% |
| Admin fee / account holder | $17 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |