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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 | $346,634 | $162,136+113.8% | $152,301+127.6% | $154,746+124.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.04% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,584 | $4,890-26.7% | $4,624-22.5% | $4,379-18.2% |
| Participant deferral / active EE | $7,507 | $8,341-10.0% | $8,004-6.2% | $6,730+11.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |