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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 | $253,343 | $88,707+185.6% | $74,184+241.5% | $273,972-7.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.62% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $21,175 | $3,159+570.2% | $2,370+793.4% | $4,869+334.9% |
| Participant deferral / active EE | $11,737 | $4,212+178.7% | $3,550+230.7% | $5,287+122.0% |
| Admin fee / account holder | $200 | $8,717-97.7% | $5,586-96.4% | $10,133-98.0% |