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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 | $597,241 | $209,336+185.3% | $197,124+203.0% | $137,256+335.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.36% | 48.09%-34.7pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $19,691 | $6,591+198.8% | $6,227+216.2% | $4,156+373.8% |
| Participant deferral / active EE | $16,505 | $9,614+71.7% | $9,135+80.7% | $6,407+157.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |