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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 | $283,107 | $99,053+185.8% | $88,179+221.1% | $138,895+103.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.84% | 78.17%-62.3pp | 64.97%-49.1pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,568 | $2,882+23.8% | $2,549+40.0% | $4,194-14.9% |
| Participant deferral / active EE | $16,770 | $5,225+220.9% | $4,614+263.5% | $6,396+162.2% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |