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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 | $708,561 | $183,592+285.9% | $155,574+355.4% | $145,877+385.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 22.95% | 61.37%-38.4pp | 64.87%-41.9pp | 551.28%-528.3pp |
| Employer contribution / active EE | $2,424 | $5,317-54.4% | $4,676-48.2% | $4,663-48.0% |
| Participant deferral / active EE | $12,200 | $6,466+88.7% | $5,629+116.7% | $6,691+82.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |