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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 | $366,517 | $102,632+257.1% | $81,988+347.0% | $158,950+130.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 23.99% | 61.05%-37.1pp | 41.31%-17.3pp | 302.91%-278.9pp |
| Employer contribution / active EE | $1,600 | $3,241-50.6% | $2,498-36.0% | $4,762-66.4% |
| Participant deferral / active EE | $13,628 | $4,649+193.1% | $3,722+266.1% | $5,983+127.8% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,248-100.0% |