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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 | $384,827 | $90,486+325.3% | $78,676+389.1% | $273,972+40.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.47% | 75.62%-64.2pp | 62.19%-50.7pp | 41.46%-30.0pp |
| Employer contribution / active EE | $5,868 | $3,175+84.8% | $2,850+105.9% | $4,869+20.5% |
| Participant deferral / active EE | $11,500 | $3,901+194.8% | $3,517+227.0% | $5,287+117.5% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,133-99.9% |