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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 | $289,647 | $100,073+189.4% | $85,126+240.3% | $145,877+98.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.40% | 84.11%-68.7pp | 66.63%-51.2pp | 551.28%-535.9pp |
| Employer contribution / active EE | $6,686 | $3,236+106.6% | $2,731+144.8% | $4,663+43.4% |
| Participant deferral / active EE | $10,903 | $5,294+105.9% | $4,523+141.0% | $6,691+63.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |