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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 | $312,353 | $208,088+50.1% | $186,193+67.8% | $154,746+101.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 21.13% | 89.97%-68.8pp | 78.03%-56.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $27,834 | $4,340+541.3% | $3,918+610.4% | $4,379+535.6% |
| Participant deferral / active EE | $18,399 | $7,078+159.9% | $6,513+182.5% | $6,730+173.4% |
| Admin fee / account holder | $215 | $11,698-98.2% | $11,058-98.1% | $14,365-98.5% |