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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 | $409,774 | $115,814+253.8% | $101,275+304.6% | $158,982+157.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.49% | 56.16%-41.7pp | 46.48%-32.0pp | 302.99%-288.5pp |
| Employer contribution / active EE | $6,747 | $4,176+61.6% | $3,660+84.3% | $4,763+41.7% |
| Participant deferral / active EE | $16,123 | $4,958+225.2% | $4,371+268.9% | $5,983+169.5% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |