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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 | $330,725 | $149,679+121.0% | $117,039+182.6% | $147,585+124.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 23.08% | 19.31%+3.8pp | 18.95%+4.1pp | 578.58%-555.5pp |
| Employer contribution / active EE | $15,971 | $4,937+223.5% | $3,785+322.0% | $4,876+227.5% |
| Participant deferral / active EE | $11,018 | $4,912+124.3% | $3,929+180.4% | $5,439+102.6% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |