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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 | $916,626 | $210,698+335.0% | $178,014+414.9% | $145,959+528.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.96% | 386.27%-367.3pp | 294.80%-275.8pp | 561.95%-543.0pp |
| Employer contribution / active EE | $26,328 | $4,567+476.5% | $3,950+566.5% | $4,661+464.9% |
| Participant deferral / active EE | $20,333 | $6,958+192.2% | $6,276+224.0% | $6,689+204.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |