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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 | $427,565 | $121,701+251.3% | $104,639+308.6% | $158,982+168.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.95% | 465.72%-454.8pp | 340.67%-329.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $4,350 | $3,165+37.4% | $2,682+62.2% | $4,763-8.7% |
| Participant deferral / active EE | $11,375 | $4,176+172.4% | $3,738+204.3% | $5,983+90.1% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |