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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 | $275,557 | $185,905+48.2% | $170,057+62.0% | $139,487+97.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 15.34% | 60.56%-45.2pp | 53.42%-38.1pp | 373.84%-358.5pp |
| Employer contribution / active EE | $15,525 | $7,597+104.4% | $6,790+128.6% | $4,755+226.5% |
| Participant deferral / active EE | $13,125 | $11,627+12.9% | $10,411+26.1% | $6,713+95.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |