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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 | $387,649 | $201,370+92.5% | $184,256+110.4% | $145,897+165.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 29.05%-11.0pp | 28.85%-10.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $6,291 | $7,024-10.4% | $6,427-2.1% | $4,663+34.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |