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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 | $345,473 | $117,859+193.1% | $102,438+237.2% | $145,959+136.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.50% | 31.72%-22.2pp | 29.37%-19.9pp | 561.95%-552.5pp |
| Employer contribution / active EE | $31,660 | $3,615+775.8% | $3,024+947.1% | $4,661+579.3% |
| Participant deferral / active EE | $15,250 | $5,732+166.0% | $5,054+201.8% | $6,689+128.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |