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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 | $283,219 | $227,597+24.4% | $189,575+49.4% | $167,536+69.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.64% | 78.44%-59.8pp | 64.19%-45.5pp | 478.82%-460.2pp |
| Employer contribution / active EE | $5,245 | $5,316-1.3% | $4,412+18.9% | $4,839+8.4% |
| Participant deferral / active EE | $26,000 | $7,002+271.3% | $6,174+321.2% | $6,342+309.9% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |