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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 | $283,518 | $83,337+240.2% | $67,834+318.0% | $273,972+3.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.80% | 259.45%-251.7pp | 138.47%-130.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $11,150 | $3,287+239.2% | $2,403+363.9% | $4,869+129.0% |
| Participant deferral / active EE | $6,937 | $4,088+69.7% | $3,160+119.6% | $5,287+31.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |