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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 | $311,475 | $110,337+182.3% | $102,383+204.2% | $145,877+113.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.20% | 24.83%-13.6pp | 24.94%-13.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $6,109 | $4,216+44.9% | $3,870+57.8% | $4,663+31.0% |
| Participant deferral / active EE | $3,418 | $5,621-39.2% | $5,060-32.5% | $6,691-48.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |