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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 | $290,282 | $100,970+187.5% | $96,576+200.6% | $137,256+111.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 29.16% | 38.16%-9.0pp | 38.47%-9.3pp | 220.34%-191.2pp |
| Employer contribution / active EE | $1,786 | $3,809-53.1% | $3,553-49.7% | $4,156-57.0% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |