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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 | $405,454 | $115,810+250.1% | $101,271+300.4% | $158,966+155.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.65% | 56.15%-44.5pp | 46.48%-34.8pp | 302.95%-291.3pp |
| Employer contribution / active EE | $4,294 | $4,175+2.8% | $3,660+17.3% | $4,762-9.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |