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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 | $652,589 | $201,344+224.1% | $184,243+254.2% | $145,877+347.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.65% | 29.01%-8.4pp | 28.82%-8.2pp | 551.28%-530.6pp |
| Employer contribution / active EE | $7,585 | $7,022+8.0% | $6,427+18.0% | $4,663+62.7% |
| Participant deferral / active EE | $13,833 | $9,807+41.1% | $9,132+51.5% | $6,691+106.8% |
| Admin fee / account holder | $107 | $16,382-99.3% | $13,914-99.2% | $13,402-99.2% |