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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 | $353,970 | $110,551+220.2% | $80,741+338.4% | $167,536+111.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.53% | 120.57%-109.0pp | 87.30%-75.8pp | 478.82%-467.3pp |
| Employer contribution / active EE | $3,096 | $1,543+100.7% | $1,160+166.9% | $4,839-36.0% |
| Participant deferral / active EE | $11,989 | $2,870+317.7% | $2,145+458.8% | $6,342+89.0% |
| Admin fee / account holder | $21 | $4,547-99.5% | $3,380-99.4% | $12,315-99.8% |