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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 | $381,033 | $100,203+280.3% | $85,240+347.0% | $145,897+161.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.06% | 84.28%-74.2pp | 66.75%-56.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,091 | $3,242-35.5% | $2,735-23.6% | $4,663-55.2% |
| Participant deferral / active EE | $6,300 | $5,299+18.9% | $4,527+39.2% | $6,689-5.8% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |