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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 | $355,667 | $156,616+127.1% | $133,346+166.7% | $198,609+79.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 15.61% | 44.25%-28.6pp | 36.85%-21.2pp | 202.70%-187.1pp |
| Employer contribution / active EE | $18,333 | $3,368+444.3% | $2,853+542.5% | $5,055+262.6% |
| Participant deferral / active EE | $15,633 | $4,920+217.8% | $4,332+260.9% | $6,977+124.1% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |