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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 | $254,434 | $157,276+61.8% | $141,177+80.2% | $152,885+66.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.01% | 64.33%-40.3pp | 71.40%-47.4pp | 345.39%-321.4pp |
| Employer contribution / active EE | $1,922 | $5,262-63.5% | $4,736-59.4% | $4,763-59.7% |
| Participant deferral / active EE | $13,778 | $7,110+93.8% | $6,710+105.3% | $5,851+135.5% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |