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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 | $582,972 | $172,111+238.7% | $150,298+287.9% | $137,256+324.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.28% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $23,189 | $4,636+400.2% | $4,154+458.2% | $4,156+458.0% |
| Participant deferral / active EE | $15,900 | $6,166+157.9% | $5,453+191.6% | $6,407+148.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |