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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 | $285,218 | $124,346+129.4% | $111,308+156.2% | $167,536+70.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.17% | 37.45%-23.3pp | 54.67%-40.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $9,653 | $3,437+180.8% | $2,732+253.3% | $4,839+99.5% |
| Participant deferral / active EE | $8,848 | $5,182+70.8% | $4,487+97.2% | $6,342+39.5% |
| Admin fee / account holder | $62 | $10,621-99.4% | $7,965-99.2% | $12,315-99.5% |