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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 | $378,010 | $107,368+252.1% | $92,915+306.8% | $152,909+147.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.18% | 145.64%-122.5pp | 109.45%-86.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $14,105 | $4,222+234.1% | $3,653+286.1% | $4,764+196.1% |
| Participant deferral / active EE | $11,784 | $4,848+143.1% | $4,238+178.1% | $5,851+101.4% |
| Admin fee / account holder | $6 | $7,082-99.9% | $5,796-99.9% | $11,601-100.0% |