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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 | $277,986 | $99,053+180.6% | $88,179+215.3% | $138,895+100.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 13.40% | 78.17%-64.8pp | 64.97%-51.6pp | 145.39%-132.0pp |
| Employer contribution / active EE | $6,030 | $2,882+109.2% | $2,549+136.5% | $4,194+43.8% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |