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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 | $710,854 | $165,381+329.8% | $149,730+374.8% | $158,966+347.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.04% | 348.29%-308.3pp | 276.70%-236.7pp | 302.95%-262.9pp |
| Employer contribution / active EE | $3,630 | $5,104-28.9% | $4,645-21.9% | $4,762-23.8% |
| Participant deferral / active EE | $23,833 | $7,182+231.8% | $6,843+248.3% | $5,983+298.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |