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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 | $262,875 | $183,627+43.2% | $155,602+68.9% | $145,978+80.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.45% | 61.32%-26.9pp | 64.81%-30.4pp | 550.52%-516.1pp |
| Employer contribution / active EE | $1,202 | $5,316-77.4% | $4,675-74.3% | $4,662-74.2% |
| Participant deferral / active EE | $15,250 | $6,466+135.9% | $5,629+170.9% | $6,690+128.0% |
| Admin fee / account holder | $34 | $19,327-99.8% | $15,923-99.8% | $13,400-99.7% |