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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 | $416,758 | $212,386+96.2% | $199,883+108.5% | $138,895+200.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.87% | 47.75%-32.9pp | 43.81%-28.9pp | 145.39%-130.5pp |
| Employer contribution / active EE | $11,623 | $6,625+75.5% | $6,261+85.6% | $4,194+177.1% |
| Participant deferral / active EE | $20,774 | $9,617+116.0% | $9,138+127.3% | $6,396+224.8% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |