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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 | $338,653 | $69,252+389.0% | $64,099+428.3% | $139,456+142.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.41% | 45.89%-19.5pp | 33.70%-7.3pp | 373.45%-347.0pp |
| Employer contribution / active EE | $1,694 | $3,184-46.8% | $2,748-38.4% | $4,753-64.4% |
| Participant deferral / active EE | $2,918 | $4,683-37.7% | $3,881-24.8% | $6,711-56.5% |
| Admin fee / account holder | $20 | $4,248-99.5% | $3,070-99.3% | $11,407-99.8% |