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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 | $331,848 | $54,757+506.0% | $90,304+267.5% | $72,975+354.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 22.61% | 30.63%-8.0pp | 78.13%-55.5pp | 81.01%-58.4pp |
| Employer contribution / active EE | $5,044 | $2,093+141.0% | $2,855+76.7% | $2,440+106.7% |
| Participant deferral / active EE | $7,467 | $2,887+158.6% | $3,885+92.2% | $3,608+107.0% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,354-100.0% | $5,124-100.0% |