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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 | $948,309 | $154,228+514.9% | $145,433+552.1% | $137,256+590.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.50% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $6,115 | $4,804+27.3% | $4,554+34.3% | $4,156+47.1% |
| Participant deferral / active EE | $15,751 | $8,216+91.7% | $7,897+99.4% | $6,407+145.8% |
| Admin fee / account holder | $44 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |