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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 | $610,544 | $183,592+232.6% | $155,574+292.4% | $145,877+318.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.37% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $10,610 | $5,317+99.6% | $4,676+126.9% | $4,663+127.5% |
| Participant deferral / active EE | $8,198 | $6,466+26.8% | $5,629+45.6% | $6,691+22.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |