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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 | $374,004 | $149,778+149.7% | $118,946+214.4% | $158,966+135.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.11% | 19.95%-5.8pp | 35.89%-21.8pp | 302.95%-288.8pp |
| Employer contribution / active EE | $4,688 | $4,117+13.9% | $3,263+43.6% | $4,762-1.6% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |