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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 | $343,992 | $101,618+238.5% | $93,063+269.6% | $137,256+150.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 19.23% | 223.95%-204.7pp | 34.15%-14.9pp | 220.34%-201.1pp |
| Employer contribution / active EE | $7,667 | $2,707+183.2% | $2,476+209.6% | $4,156+84.5% |
| Participant deferral / active EE | $8,851 | $4,279+106.8% | $3,958+123.6% | $6,407+38.1% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |