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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 | $268,856 | $154,228+74.3% | $145,433+84.9% | $137,256+95.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.12% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.2pp |
| Employer contribution / active EE | $14,723 | $4,804+206.5% | $4,554+223.3% | $4,156+254.3% |
| Participant deferral / active EE | $18,187 | $8,216+121.4% | $7,897+130.3% | $6,407+183.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |