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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 | $276,981 | $183,592+50.9% | $155,574+78.0% | $145,877+89.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.60% | 61.37%-33.8pp | 64.87%-37.3pp | 551.28%-523.7pp |
| Employer contribution / active EE | $3,585 | $5,317-32.6% | $4,676-23.3% | $4,663-23.1% |
| Participant deferral / active EE | $9,268 | $6,466+43.3% | $5,629+64.6% | $6,691+38.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |