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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 | $276,588 | $228,395+21.1% | $185,861+48.8% | $158,982+74.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.07% | 40.82%-22.7pp | 35.96%-17.9pp | 302.99%-284.9pp |
| Employer contribution / active EE | $5,100 | $4,968+2.7% | $4,088+24.8% | $4,763+7.1% |
| Participant deferral / active EE | $22,750 | $6,417+254.5% | $5,634+303.8% | $5,983+280.2% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |