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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 | $330,138 | $182,442+81.0% | $163,379+102.1% | $138,895+137.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 19.06% | 72.74%-53.7pp | 63.41%-44.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $5,200 | $4,159+25.0% | $3,752+38.6% | $4,194+24.0% |
| Participant deferral / active EE | $5,200 | $6,817-23.7% | $6,282-17.2% | $6,396-18.7% |
| Admin fee / account holder | $5 | $10,396-100.0% | $9,818-99.9% | $12,562-100.0% |