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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 | $299,602 | $185,312+61.7% | $161,489+85.5% | $154,746+93.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.08% | 103.84%-84.8pp | 89.72%-70.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $7,318 | $4,769+53.5% | $4,268+71.5% | $4,379+67.1% |
| Participant deferral / active EE | $10,242 | $6,350+61.3% | $5,630+81.9% | $6,730+52.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |