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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 | $820,988 | $111,535+636.1% | $105,223+680.2% | $137,256+498.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 30.37% | 237.85%-207.5pp | 180.65%-150.3pp | 220.34%-190.0pp |
| Employer contribution / active EE | $30,875 | $3,939+683.7% | $3,689+737.1% | $4,156+642.9% |
| Participant deferral / active EE | $20,667 | $5,500+275.8% | $5,072+307.5% | $6,407+222.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |