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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 | $561,768 | $315,200+78.2% | $238,191+135.8% | $155,188+262.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 20.71% | 10.25%+10.5pp | 13.02%+7.7pp | 148.84%-128.1pp |
| Employer contribution / active EE | $41,128 | $6,383+544.4% | $5,082+709.3% | $4,248+868.2% |
| Participant deferral / active EE | $27,786 | $8,044+245.4% | $6,726+313.1% | $6,531+325.4% |
| Admin fee / account holder | $0 | $48,031-100.0% | $34,582-100.0% | $14,480-100.0% |