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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 | $348,950 | $117,846+196.1% | $102,434+240.7% | $145,884+139.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.52% | 31.90%-22.4pp | 29.46%-19.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $23,500 | $3,615+550.1% | $3,023+677.3% | $4,662+404.0% |
| Participant deferral / active EE | $30,000 | $5,733+423.2% | $5,055+493.5% | $6,690+348.5% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |