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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 | $451,207 | $209,336+115.5% | $197,124+128.9% | $137,256+228.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.55% | 48.09%-24.5pp | 44.34%-20.8pp | 220.34%-196.8pp |
| Employer contribution / active EE | $20,771 | $6,591+215.2% | $6,227+233.5% | $4,156+399.8% |
| Participant deferral / active EE | $6,094 | $9,614-36.6% | $9,135-33.3% | $6,407-4.9% |
| Admin fee / account holder | $54 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |