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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 | $482,281 | $157,304+206.6% | $141,197+241.6% | $152,909+215.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.36% | 64.34%-45.0pp | 71.41%-52.0pp | 345.46%-326.1pp |
| Employer contribution / active EE | $4,667 | $5,263-11.3% | $4,736-1.5% | $4,764-2.0% |
| Participant deferral / active EE | $9,267 | $7,111+30.3% | $6,710+38.1% | $5,851+58.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |