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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 | $779,712 | $97,125+702.8% | $86,233+804.2% | $137,256+468.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.15% | 74.19%-61.0pp | 61.39%-48.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $8,333 | $2,841+193.3% | $2,504+232.8% | $4,156+100.5% |
| Participant deferral / active EE | $9,783 | $5,180+88.9% | $4,559+114.6% | $6,407+52.7% |
| Admin fee / account holder | $278 | $9,725-97.1% | $8,342-96.7% | $12,270-97.7% |