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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 | $324,778 | $124,314+161.3% | $109,163+197.5% | $167,518+93.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.98% | 26.04%-13.1pp | 25.75%-12.8pp | 478.71%-465.7pp |
| Employer contribution / active EE | $2,851 | $4,209-32.3% | $3,723-23.4% | $4,838-41.1% |
| Participant deferral / active EE | $4,443 | $5,256-15.5% | $4,654-4.5% | $6,342-29.9% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |