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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 | $319,396 | $100,125+219.0% | $81,482+292.0% | $145,978+118.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.59% | 34.44%-21.8pp | 24.79%-12.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $937 | $2,977-68.5% | $2,463-61.9% | $4,662-79.9% |
| Participant deferral / active EE | $0 | $4,609-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,198-100.0% | $5,761-100.0% | $13,400-100.0% |