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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 | $431,806 | $115,780+273.0% | $101,255+326.5% | $158,931+171.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.51% | 56.14%-23.6pp | 46.48%-14.0pp | 302.86%-270.4pp |
| Employer contribution / active EE | $5,050 | $4,175+21.0% | $3,660+38.0% | $4,761+6.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |