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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 | $308,344 | $211,239+46.0% | $178,528+72.7% | $145,877+111.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.64% | 30.22%-13.6pp | 27.11%-10.5pp | 551.28%-534.6pp |
| Employer contribution / active EE | $6,469 | $4,570+41.5% | $3,950+63.7% | $4,663+38.7% |
| Participant deferral / active EE | $25,722 | $6,963+269.4% | $6,278+309.7% | $6,691+284.4% |
| Admin fee / account holder | $180 | $12,095-98.5% | $10,419-98.3% | $13,402-98.7% |