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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 | $315,972 | $96,558+227.2% | $80,977+290.2% | $273,972+15.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.95% | 15.14%-7.2pp | 17.11%-9.2pp | 41.46%-33.5pp |
| Employer contribution / active EE | $21,124 | $4,869+333.9% | $3,715+468.7% | $4,869+333.9% |
| Participant deferral / active EE | $15,187 | $6,598+130.2% | $5,696+166.6% | $5,287+187.2% |
| Admin fee / account holder | $30 | $7,493-99.6% | $5,517-99.5% | $10,133-99.7% |