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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 | $254,530 | $103,393+146.2% | $87,103+192.2% | $152,909+66.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.01% | 28.10%-13.1pp | 28.19%-13.2pp | 345.46%-330.5pp |
| Employer contribution / active EE | $6,866 | $3,221+113.2% | $2,521+172.3% | $4,764+44.1% |
| Participant deferral / active EE | $6,099 | $4,778+27.6% | $4,049+50.6% | $5,851+4.2% |
| Admin fee / account holder | $10 | $12,195-99.9% | $7,491-99.9% | $11,601-99.9% |