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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 | $310,045 | $108,942+184.6% | $100,415+208.8% | $145,897+112.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.48% | 58.27%-43.8pp | 49.47%-35.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $19,284 | $4,422+336.1% | $3,943+389.1% | $4,663+313.6% |
| Participant deferral / active EE | $7,667 | $8,461-9.4% | $8,091-5.2% | $6,689+14.6% |
| Admin fee / account holder | $273 | $9,702-97.2% | $7,906-96.6% | $13,390-98.0% |