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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 | $694,566 | $185,312+274.8% | $161,489+330.1% | $154,746+348.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.97% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $9,041 | $4,769+89.6% | $4,268+111.8% | $4,379+106.5% |
| Participant deferral / active EE | $10,879 | $6,350+71.3% | $5,630+93.2% | $6,730+61.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |