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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 | $314,529 | $201,372+56.2% | $184,260+70.7% | $145,884+115.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.46% | 29.04%-18.6pp | 28.84%-18.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $5,638 | $7,024-19.7% | $6,427-12.3% | $4,662+20.9% |
| Participant deferral / active EE | $14,239 | $9,808+45.2% | $9,133+55.9% | $6,690+112.9% |
| Admin fee / account holder | $74 | $16,362-99.5% | $13,898-99.5% | $13,392-99.4% |