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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 | $534,662 | $165,361+223.3% | $149,715+257.1% | $158,950+236.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.49% | 348.24%-326.7pp | 276.66%-255.2pp | 302.91%-281.4pp |
| Employer contribution / active EE | $43,003 | $5,103+742.6% | $4,645+825.8% | $4,762+803.1% |
| Participant deferral / active EE | $18,673 | $7,182+160.0% | $6,842+172.9% | $5,983+212.1% |
| Admin fee / account holder | $94 | $10,808-99.1% | $9,310-99.0% | $11,248-99.2% |