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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 | $334,279 | $209,336+59.7% | $197,124+69.6% | $137,256+143.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.97% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,104 | $6,591-52.9% | $6,227-50.2% | $4,156-25.3% |
| Participant deferral / active EE | $16,333 | $9,614+69.9% | $9,135+78.8% | $6,407+154.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |