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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 | $356,725 | $132,634+169.0% | $115,768+208.1% | $137,256+159.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.26% | 160.70%-144.4pp | 100.46%-84.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,742 | $3,360+11.4% | $2,940+27.3% | $4,156-10.0% |
| Participant deferral / active EE | $17,245 | $5,619+206.9% | $4,917+250.7% | $6,407+169.2% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |