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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 | $583,040 | $197,637+195.0% | $177,848+227.8% | $158,982+266.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.49% | 58.77%-46.3pp | 48.33%-35.8pp | 302.99%-290.5pp |
| Employer contribution / active EE | $20,668 | $6,698+208.5% | $5,919+249.2% | $4,763+333.9% |
| Participant deferral / active EE | $13,938 | $8,405+65.8% | $7,714+80.7% | $5,983+132.9% |
| Admin fee / account holder | $2 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |