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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 | $898,467 | $176,402+409.3% | $134,162+569.7% | $158,982+465.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.02% | 63.66%-55.6pp | 36.35%-28.3pp | 302.99%-295.0pp |
| Employer contribution / active EE | $27,676 | $5,042+448.9% | $3,705+647.0% | $4,763+481.1% |
| Participant deferral / active EE | $17,333 | $4,093+323.5% | $3,500+395.3% | $5,983+189.7% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |