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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 | $502,289 | $108,922+361.1% | $100,398+400.3% | $145,978+244.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 58.04%-46.7pp | 49.32%-38.0pp | 550.52%-539.2pp |
| Employer contribution / active EE | $19,333 | $4,426+336.8% | $3,946+390.0% | $4,662+314.7% |
| Participant deferral / active EE | $24,500 | $8,450+189.9% | $8,084+203.1% | $6,690+266.2% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |