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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 | $432,456 | $87,166+396.1% | $76,735+463.6% | $137,256+215.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 23.58% | 26.50%-2.9pp | 29.77%-6.2pp | 220.34%-196.8pp |
| Employer contribution / active EE | $3,565 | $2,904+22.7% | $2,454+45.3% | $4,156-14.2% |
| Participant deferral / active EE | $7,141 | $4,726+51.1% | $4,088+74.7% | $6,407+11.5% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |