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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 | $882,102 | $165,381+433.4% | $149,730+489.1% | $158,966+454.9% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 24.64% | 348.29%-323.7pp | 276.70%-252.1pp | 302.95%-278.3pp |
| Employer contribution / active EE | $19,493 | $5,104+281.9% | $4,645+319.6% | $4,762+309.3% |
| Participant deferral / active EE | $9,269 | $7,182+29.1% | $6,843+35.5% | $5,983+54.9% |
| Admin fee / account holder | -$69 | $10,809-100.6% | $9,310-100.7% | $11,250-100.6% |