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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 | $291,127 | $93,346+211.9% | $71,796+305.5% | $273,972+6.3% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 2.97% | 130.39%-127.4pp | 78.04%-75.1pp | 41.46%-38.5pp |
| Employer contribution / active EE | $11,139 | $2,733+307.5% | $1,924+478.8% | $4,869+128.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |