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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 | $306,057 | $112,729+171.5% | $98,716+210.0% | $137,256+123.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.04% | 38.48%-27.4pp | 31.81%-20.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,159 | $2,725+15.9% | $2,279+38.6% | $4,156-24.0% |
| Participant deferral / active EE | $10,773 | $4,640+132.2% | $4,048+166.2% | $6,407+68.2% |
| Admin fee / account holder | $171 | $10,129-98.3% | $8,703-98.0% | $12,270-98.6% |