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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 | $262,089 | $227,597+15.2% | $189,575+38.3% | $167,536+56.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.88% | 78.44%-69.6pp | 64.19%-55.3pp | 478.82%-469.9pp |
| Employer contribution / active EE | $16,158 | $5,316+203.9% | $4,412+266.2% | $4,839+233.9% |
| Participant deferral / active EE | $11,658 | $7,002+66.5% | $6,174+88.8% | $6,342+83.8% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |