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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 | $411,999 | $178,174+131.2% | $156,181+163.8% | $137,256+200.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.63% | 84.19%-69.6pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $7,624 | $4,972+53.3% | $4,294+77.5% | $4,156+83.4% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |