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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 | $454,375 | $185,141+145.4% | $153,416+196.2% | $155,188+192.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 17.13% | 18.72%-1.6pp | 17.84%-0.7pp | 148.84%-131.7pp |
| Employer contribution / active EE | $5,443 | $4,489+21.2% | $3,764+44.6% | $4,248+28.1% |
| Participant deferral / active EE | $2,896 | $5,477-47.1% | $4,723-38.7% | $6,531-55.7% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |