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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 | $406,436 | $97,765+315.7% | $103,486+292.7% | $145,884+178.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.21% | 25.44%-12.2pp | 23.93%-10.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $5,287 | $4,687+12.8% | $4,679+13.0% | $4,662+13.4% |
| Participant deferral / active EE | $11,612 | $6,606+75.8% | $6,628+75.2% | $6,690+73.6% |
| Admin fee / account holder | $25 | $12,505-99.8% | $9,354-99.7% | $13,392-99.8% |