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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 | $426,080 | $87,166+388.8% | $76,735+455.3% | $137,256+210.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 68.58% | 26.50%+42.1pp | 29.77%+38.8pp | 220.34%-151.8pp |
| Employer contribution / active EE | $2,484 | $2,904-14.5% | $2,454+1.2% | $4,156-40.2% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |