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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 | $212,386+112.4% | $199,883+125.7% | $138,895+224.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 23.55% | 47.75%-24.2pp | 43.81%-20.3pp | 145.39%-121.8pp |
| Employer contribution / active EE | $20,771 | $6,625+213.5% | $6,261+231.7% | $4,194+395.2% |
| Participant deferral / active EE | $6,094 | $9,617-36.6% | $9,138-33.3% | $6,396-4.7% |
| Admin fee / account holder | $54 | $18,233-99.7% | $17,268-99.7% | $12,562-99.6% |