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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 | $311,517 | $176,786+76.2% | $146,643+112.4% | $167,536+85.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.28% | 24.04%-10.8pp | 22.75%-9.5pp | 478.82%-465.5pp |
| Employer contribution / active EE | $6,387 | $5,161+23.8% | $4,137+54.4% | $4,839+32.0% |
| Participant deferral / active EE | $3,918 | $6,440-39.2% | $5,506-28.8% | $6,342-38.2% |
| Admin fee / account holder | $125 | $13,262-99.1% | $10,280-98.8% | $12,315-99.0% |