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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 | $426,762 | $117,829+262.2% | $102,423+316.7% | $145,877+192.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.48% | 31.83%-12.4pp | 29.42%-9.9pp | 551.28%-531.8pp |
| Employer contribution / active EE | $18,667 | $3,615+416.4% | $3,023+517.5% | $4,663+300.3% |
| Participant deferral / active EE | $12,650 | $5,732+120.7% | $5,054+150.3% | $6,691+89.1% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |