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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 | $353,345 | $95,975+268.2% | $74,549+374.0% | $135,379+161.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 15.95% | 56.96%-41.0pp | 32.53%-16.6pp | 519.79%-503.8pp |
| Employer contribution / active EE | $1,292 | $2,716-52.4% | $1,961-34.1% | $4,779-73.0% |
| Participant deferral / active EE | $1,300 | $3,844-66.2% | $3,108-58.2% | $5,609-76.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |