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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 | $554,103 | $159,934+246.5% | $147,005+276.9% | $145,959+279.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.18% | 98.24%-78.1pp | 418.76%-398.6pp | 561.95%-541.8pp |
| Employer contribution / active EE | $3,339 | $5,287-36.9% | $4,934-32.3% | $4,661-28.4% |
| Participant deferral / active EE | $9,719 | $8,427+15.3% | $8,070+20.4% | $6,689+45.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |