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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 | $353,293 | $117,846+199.8% | $102,434+244.9% | $145,884+142.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.61% | 31.90%-11.3pp | 29.46%-8.9pp | 551.85%-531.2pp |
| Employer contribution / active EE | $13,399 | $3,615+270.7% | $3,023+343.2% | $4,662+187.4% |
| Participant deferral / active EE | $17,106 | $5,733+198.4% | $5,055+238.4% | $6,690+155.7% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |