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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 | $361,148 | $183,627+96.7% | $155,602+132.1% | $145,978+147.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.00% | 61.32%-40.3pp | 64.81%-43.8pp | 550.52%-529.5pp |
| Employer contribution / active EE | $5,172 | $5,316-2.7% | $4,675+10.6% | $4,662+10.9% |
| Participant deferral / active EE | $6,688 | $6,466+3.4% | $5,629+18.8% | $6,6900% |
| Admin fee / account holder | $11 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |