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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 | $386,788 | $154,228+150.8% | $145,433+166.0% | $137,256+181.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.23% | 74.59%-54.4pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,836 | $4,804-41.0% | $4,554-37.7% | $4,156-31.8% |
| Participant deferral / active EE | $7,625 | $8,216-7.2% | $7,897-3.4% | $6,407+19.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |