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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 | $282,454 | $211,239+33.7% | $178,528+58.2% | $145,877+93.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.88% | 30.22%-15.3pp | 27.11%-12.2pp | 551.28%-536.4pp |
| Employer contribution / active EE | $9,675 | $4,570+111.7% | $3,950+144.9% | $4,663+107.5% |
| Participant deferral / active EE | $11,206 | $6,963+60.9% | $6,278+78.5% | $6,691+67.5% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |