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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 | $607,083 | $157,296+285.9% | $141,191+330.0% | $152,897+297.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.15% | 64.34%-39.2pp | 71.41%-46.3pp | 345.43%-320.3pp |
| Employer contribution / active EE | $28,899 | $5,262+449.2% | $4,736+510.2% | $4,764+506.7% |
| Participant deferral / active EE | $14,800 | $7,111+108.1% | $6,710+120.6% | $5,851+152.9% |
| Admin fee / account holder | $50 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |