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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 | $369,410 | $192,829+91.6% | $142,516+159.2% | $139,487+164.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 33.99% | 18.07%+15.9pp | 20.03%+14.0pp | 373.84%-339.8pp |
| Employer contribution / active EE | $5,220 | $5,808-10.1% | $4,849+7.7% | $4,755+9.8% |
| Participant deferral / active EE | $22,500 | $7,200+212.5% | $6,280+258.3% | $6,713+235.2% |
| Admin fee / account holder | $17 | $15,120-99.9% | $10,008-99.8% | $11,407-99.9% |