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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 | $280,714 | $99,345+182.6% | $84,753+231.2% | $273,972+2.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.38% | 22.93%-17.6pp | 22.78%-17.4pp | 41.46%-36.1pp |
| Employer contribution / active EE | $20,000 | $4,214+374.6% | $3,574+459.5% | $4,869+310.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $50 | $6,645-99.2% | $5,333-99.1% | $10,133-99.5% |