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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 | $370,390 | $126,661+192.4% | $113,397+226.6% | $138,895+166.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.63% | 25.05%-12.4pp | 23.20%-10.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $11,673 | $3,456+237.7% | $2,977+292.1% | $4,194+178.3% |
| Participant deferral / active EE | $16,069 | $5,693+182.3% | $5,076+216.5% | $6,396+151.2% |
| Admin fee / account holder | $52 | $14,549-99.6% | $11,957-99.6% | $12,562-99.6% |