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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 | $311,925 | $107,363+190.5% | $92,909+235.7% | $152,897+104.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.08% | 145.63%-127.5pp | 109.44%-91.4pp | 345.43%-327.3pp |
| Employer contribution / active EE | $13,333 | $4,222+215.8% | $3,653+265.0% | $4,764+179.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $82 | $7,082-98.8% | $5,795-98.6% | $11,599-99.3% |