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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 | $399,882 | $103,393+286.8% | $87,103+359.1% | $152,909+161.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.91% | 28.10%-13.2pp | 28.19%-13.3pp | 345.46%-330.6pp |
| Employer contribution / active EE | $10,093 | $3,221+213.3% | $2,521+300.3% | $4,764+111.9% |
| Participant deferral / active EE | $13,386 | $4,778+180.1% | $4,049+230.6% | $5,851+128.8% |
| Admin fee / account holder | $216 | $12,195-98.2% | $7,491-97.1% | $11,601-98.1% |