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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 | $403,139 | $165,381+143.8% | $149,730+169.2% | $158,966+153.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.57% | 348.29%-325.7pp | 276.70%-254.1pp | 302.95%-280.4pp |
| Employer contribution / active EE | $6,000 | $5,104+17.6% | $4,645+29.2% | $4,762+26.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |