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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 | $384,110 | $77,638+394.7% | $156,551+145.4% | $62,881+510.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.35% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $26,879 | $3,444+680.5% | $5,501+388.6% | $2,281+1078.4% |
| Participant deferral / active EE | $11,058 | $3,046+263.1% | $4,871+127.0% | $3,203+245.2% |
| Admin fee / account holder | $156 | $5,561-97.2% | $13,028-98.8% | $4,296-96.4% |