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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 | $578,931 | $148,623+289.5% | $135,974+325.8% | $139,466+315.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.98% | 79.30%-62.3pp | 68.30%-51.3pp | 373.66%-356.7pp |
| Employer contribution / active EE | $27,305 | $5,246+420.5% | $4,859+462.0% | $4,754+474.4% |
| Participant deferral / active EE | $10,804 | $8,103+33.3% | $7,760+39.2% | $6,712+61.0% |
| Admin fee / account holder | $60 | $12,406-99.5% | $10,767-99.4% | $11,409-99.5% |