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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 | $324,204 | $89,367+262.8% | $141,191+129.6% | $72,975+344.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.92% | 111.87%-87.9pp | 71.41%-47.5pp | 81.01%-57.1pp |
| Employer contribution / active EE | $12,817 | $3,115+311.5% | $4,736+170.6% | $2,440+425.3% |
| Participant deferral / active EE | $11,617 | $5,419+114.4% | $6,710+73.1% | $3,608+222.0% |
| Admin fee / account holder | $33 | $5,957-99.4% | $10,264-99.7% | $5,124-99.4% |