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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 | $539,081 | $217,432+147.9% | $185,849+190.1% | $167,536+221.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.47% | 148.42%-134.9pp | 122.10%-108.6pp | 478.82%-465.3pp |
| Employer contribution / active EE | $8,300 | $5,875+41.3% | $5,169+60.6% | $4,839+71.5% |
| Participant deferral / active EE | $5,267 | $6,357-17.1% | $5,569-5.4% | $6,342-16.9% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |