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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 | $427,371 | $166,089+157.3% | $164,928+159.1% | $145,978+192.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.43% | 100.26%-81.8pp | 70.08%-51.6pp | 550.52%-532.1pp |
| Employer contribution / active EE | $8,123 | $5,276+54.0% | $4,343+87.0% | $4,662+74.2% |
| Participant deferral / active EE | $22,796 | $6,961+227.5% | $6,034+277.8% | $6,690+240.8% |
| Admin fee / account holder | $5 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |