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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 | $386,459 | $87,166+343.4% | $76,735+403.6% | $137,256+181.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.70% | 26.50%-8.8pp | 29.77%-12.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $66,783 | $2,904+2199.4% | $2,454+2621.2% | $4,156+1506.9% |
| Participant deferral / active EE | $5,000 | $4,726+5.8% | $4,088+22.3% | $6,407-22.0% |
| Admin fee / account holder | $84 | $8,403-99.0% | $7,189-98.8% | $12,270-99.3% |