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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 | $283,777 | $111,535+154.4% | $105,223+169.7% | $137,256+106.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.52% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $28,256 | $3,939+617.3% | $3,689+666.0% | $4,156+579.9% |
| Participant deferral / active EE | $12,413 | $5,500+125.7% | $5,072+144.7% | $6,407+93.7% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |