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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 | $511,474 | $210,698+142.8% | $178,014+187.3% | $145,959+250.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.13% | 386.27%-362.1pp | 294.80%-270.7pp | 561.95%-537.8pp |
| Employer contribution / active EE | $6,713 | $4,567+47.0% | $3,950+70.0% | $4,661+44.0% |
| Participant deferral / active EE | $16,816 | $6,958+141.7% | $6,276+167.9% | $6,689+151.4% |
| Admin fee / account holder | -$542 | $12,016-104.5% | $10,362-105.2% | $13,398-104.0% |