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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 | $377,791 | $157,304+140.2% | $141,197+167.6% | $152,909+147.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.82% | 64.34%-43.5pp | 71.41%-50.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $2,221 | $5,263-57.8% | $4,736-53.1% | $4,764-53.4% |
| Participant deferral / active EE | $7,267 | $7,111+2.2% | $6,710+8.3% | $5,851+24.2% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |