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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 | $928,686 | $165,361+461.6% | $149,715+520.3% | $158,950+484.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.95% | 348.24%-330.3pp | 276.66%-258.7pp | 302.91%-285.0pp |
| Employer contribution / active EE | $3,495 | $5,103-31.5% | $4,645-24.8% | $4,762-26.6% |
| Participant deferral / active EE | $18,325 | $7,182+155.2% | $6,842+167.8% | $5,983+206.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |