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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 | $333,005 | $131,835+152.6% | $108,582+206.7% | $273,972+21.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.30% | -91.57%+97.9pp | -51.70%+58.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $19,825 | $4,913+303.5% | $3,758+427.5% | $4,869+307.2% |
| Participant deferral / active EE | $13,286 | $5,127+159.1% | $4,311+208.2% | $5,287+151.3% |
| Admin fee / account holder | $100 | $10,253-99.0% | $7,645-98.7% | $10,133-99.0% |