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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 | $371,203 | $117,444+216.1% | $99,479+273.1% | $152,909+142.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 20.91% | 31.87%-11.0pp | 30.72%-9.8pp | 345.46%-324.6pp |
| Employer contribution / active EE | $4,350 | $3,014+44.3% | $2,540+71.2% | $4,764-8.7% |
| Participant deferral / active EE | $11,000 | $4,086+169.2% | $3,619+204.0% | $5,851+88.0% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |