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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 | $312,583 | $112,933+176.8% | $90,970+243.6% | $158,982+96.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.22% | 215.82%-202.6pp | 134.60%-121.4pp | 302.99%-289.8pp |
| Employer contribution / active EE | $8,790 | $2,893+203.8% | $2,122+314.3% | $4,763+84.6% |
| Participant deferral / active EE | $15,449 | $4,128+274.3% | $3,373+358.0% | $5,983+158.2% |
| Admin fee / account holder | $81 | $8,047-99.0% | $5,961-98.6% | $11,252-99.3% |