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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 | $312,310 | $201,344+55.1% | $184,243+69.5% | $145,877+114.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.05% | 29.01%-8.0pp | 28.82%-7.8pp | 551.28%-530.2pp |
| Employer contribution / active EE | $8,911 | $7,022+26.9% | $6,427+38.7% | $4,663+91.1% |
| Participant deferral / active EE | $15,328 | $9,807+56.3% | $9,132+67.8% | $6,691+129.1% |
| Admin fee / account holder | $12 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |