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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 | $385,382 | $162,812+136.7% | $133,971+187.7% | $158,966+142.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.93% | 41.94%-35.0pp | 45.09%-38.2pp | 302.95%-296.0pp |
| Employer contribution / active EE | $1,969 | $4,976-60.4% | $3,919-49.8% | $4,762-58.7% |
| Participant deferral / active EE | $12,407 | $5,910+109.9% | $5,047+145.8% | $5,983+107.4% |
| Admin fee / account holder | $17 | $11,741-99.9% | $8,929-99.8% | $11,250-99.9% |