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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 | $334,610 | $78,707+325.1% | $117,861+183.9% | $70,126+377.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.57% | 23.30%-5.7pp | 335.11%-317.5pp | 73.15%-55.6pp |
| Employer contribution / active EE | $9,125 | $2,223+310.4% | $3,786+141.0% | $2,343+289.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $121 | $5,066-97.6% | $8,021-98.5% | $4,645-97.4% |