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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 | $328,924 | $100,262+228.1% | $81,370+304.2% | $145,897+125.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.02% | 34.52%-22.5pp | 24.85%-12.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,768 | $2,979-40.6% | $2,464-28.2% | $4,663-62.1% |
| Participant deferral / active EE | $11,238 | $4,612+143.7% | $3,885+189.2% | $6,689+68.0% |
| Admin fee / account holder | $8 | $8,163-99.9% | $5,749-99.9% | $13,390-99.9% |