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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 | $507,530 | $67,823+648.3% | $52,425+868.1% | $137,256+269.8% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 14.33% | 219.11%-204.8pp | 302.12%-287.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $7,821 | $1,163+572.5% | $914+755.4% | $4,156+88.2% |
| Participant deferral / active EE | $18,922 | $2,288+727.0% | $1,790+956.8% | $6,407+195.3% |
| Admin fee / account holder | $24 | $2,844-99.2% | $2,495-99.0% | $12,270-99.8% |