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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 | $507,722 | $110,337+360.2% | $102,383+395.9% | $145,877+248.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 24.83%-12.9pp | 24.94%-13.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $26,238 | $4,216+522.3% | $3,870+577.9% | $4,663+462.7% |
| Participant deferral / active EE | $21,545 | $5,621+283.3% | $5,060+325.8% | $6,691+222.0% |
| Admin fee / account holder | $25 | $9,750-99.7% | $8,391-99.7% | $13,402-99.8% |