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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 | $313,048 | $135,956+130.3% | $123,894+152.7% | $273,972+14.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.57% | 56.63%-49.1pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $12,270 | $5,170+137.3% | $4,617+165.8% | $4,869+152.0% |
| Participant deferral / active EE | $12,641 | $6,343+99.3% | $5,984+111.2% | $5,287+139.1% |
| Admin fee / account holder | $240 | $9,817-97.6% | $8,357-97.1% | $10,133-97.6% |