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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 | $296,306 | $124,314+138.4% | $109,163+171.4% | $167,518+76.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.29% | 26.04%-15.8pp | 25.75%-15.5pp | 478.71%-468.4pp |
| Employer contribution / active EE | $1,425 | $4,209-66.1% | $3,723-61.7% | $4,838-70.5% |
| Participant deferral / active EE | $2,511 | $5,256-52.2% | $4,654-46.1% | $6,342-60.4% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |