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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 | $535,267 | $154,228+247.1% | $145,433+268.1% | $137,256+290.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.32% | 74.59%-42.3pp | 66.58%-34.3pp | 220.34%-188.0pp |
| Employer contribution / active EE | $4,429 | $4,804-7.8% | $4,554-2.8% | $4,156+6.6% |
| Participant deferral / active EE | $22,979 | $8,216+179.7% | $7,897+191.0% | $6,407+258.7% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |