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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 | $411,005 | $197,637+108.0% | $177,848+131.1% | $158,982+158.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.95% | 58.77%-39.8pp | 48.33%-29.4pp | 302.99%-284.0pp |
| Employer contribution / active EE | $15,179 | $6,698+126.6% | $5,919+156.5% | $4,763+218.7% |
| Participant deferral / active EE | $15,066 | $8,405+79.3% | $7,714+95.3% | $5,983+151.8% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |