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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 | $558,059 | $69,118+707.4% | $53,647+940.3% | $138,895+301.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 18.38% | 248.26%-229.9pp | 358.33%-340.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $18,127 | $1,189+1423.9% | $962+1784.2% | $4,194+332.2% |
| Participant deferral / active EE | $25,834 | $2,274+1036.0% | $1,813+1324.7% | $6,396+303.9% |
| Admin fee / account holder | $171 | $2,724-93.7% | $2,460-93.0% | $12,562-98.6% |