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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 | $269,908 | $127,273+112.1% | $109,895+145.6% | $167,518+61.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.69% | 22.97%-9.3pp | 29.46%-15.8pp | 478.71%-465.0pp |
| Employer contribution / active EE | $10,590 | $3,324+218.6% | $2,843+272.5% | $4,838+118.9% |
| Participant deferral / active EE | $12,690 | $4,515+181.0% | $4,049+213.4% | $6,342+100.1% |
| Admin fee / account holder | $5 | $7,117-99.9% | $6,067-99.9% | $12,312-100.0% |