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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 | $339,339 | $161,352+110.3% | $134,172+152.9% | $137,256+147.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.94% | 28.72%-8.8pp | 25.30%-5.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $26,865 | $4,099+555.5% | $3,420+685.5% | $4,156+546.4% |
| Participant deferral / active EE | $18,325 | $5,552+230.0% | $4,690+290.7% | $6,407+186.0% |
| Admin fee / account holder | $114 | $15,028-99.2% | $12,016-99.1% | $12,270-99.1% |