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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 | $327,331 | $110,337+196.7% | $102,383+219.7% | $145,877+124.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.26% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $7,282 | $4,216+72.7% | $3,870+88.1% | $4,663+56.2% |
| Participant deferral / active EE | $14,167 | $5,621+152.0% | $5,060+180.0% | $6,691+111.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |