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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 | $309,641 | $211,288+46.5% | $178,540+73.4% | $145,884+112.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.00% | 30.27%-12.3pp | 27.15%-9.2pp | 551.85%-533.9pp |
| Employer contribution / active EE | $11,201 | $4,574+144.9% | $3,953+183.4% | $4,662+140.2% |
| Participant deferral / active EE | $11,095 | $6,967+59.3% | $6,281+76.7% | $6,690+65.9% |
| Admin fee / account holder | $8 | $12,105-99.9% | $10,424-99.9% | $13,392-99.9% |