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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 | $319,088 | $108,285+194.7% | $77,552+311.4% | $158,982+100.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 11.82% | 31.69%-19.9pp | 54.82%-43.0pp | 302.99%-291.2pp |
| Employer contribution / active EE | $700 | $1,325-47.2% | $987-29.1% | $4,763-85.3% |
| Participant deferral / active EE | $700 | $2,455-71.5% | $1,861-62.4% | $5,983-88.3% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |