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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 | $334,393 | $111,535+199.8% | $105,223+217.8% | $137,256+143.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.82% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $19,806 | $3,939+402.8% | $3,689+437.0% | $4,156+376.5% |
| Participant deferral / active EE | $17,022 | $5,500+209.5% | $5,072+235.6% | $6,407+165.7% |
| Admin fee / account holder | $115 | $9,721-98.8% | $8,859-98.7% | $12,270-99.1% |