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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 | $342,726 | $127,387+169.0% | $115,038+197.9% | $125,389+173.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.08% | 31.28%-31.2pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $16,070 | $5,166+211.1% | $4,608+248.7% | $4,866+230.2% |
| Participant deferral / active EE | $2,200 | $6,423-65.7% | $6,026-63.5% | $5,352-58.9% |
| Admin fee / account holder | $248 | $9,516-97.4% | $8,175-97.0% | $9,541-97.4% |