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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 | $323,211 | $228,395+41.5% | $185,861+73.9% | $158,982+103.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.32% | 40.82%-21.5pp | 35.96%-16.6pp | 302.99%-283.7pp |
| Employer contribution / active EE | $2,612 | $4,968-47.4% | $4,088-36.1% | $4,763-45.2% |
| Participant deferral / active EE | $8,104 | $6,417+26.3% | $5,634+43.8% | $5,983+35.4% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |