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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 | $379,900 | $115,911+227.8% | $100,530+277.9% | $158,950+139.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 24.57% | 34.80%-10.2pp | 30.89%-6.3pp | 302.91%-278.3pp |
| Employer contribution / active EE | $11,700 | $4,104+185.1% | $3,418+242.3% | $4,762+145.7% |
| Participant deferral / active EE | $23,400 | $6,676+250.5% | $6,271+273.2% | $5,983+291.1% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |