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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 | $682,631 | $148,623+359.3% | $135,974+402.0% | $139,466+389.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.43% | 79.30%-63.9pp | 68.30%-52.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $30,419 | $5,246+479.8% | $4,859+526.0% | $4,754+539.9% |
| Participant deferral / active EE | $22,800 | $8,103+181.4% | $7,760+193.8% | $6,712+239.7% |
| Admin fee / account holder | $68 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |