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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 | $766,979 | $115,917+561.7% | $100,535+662.9% | $158,982+382.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.97% | 34.80%-7.8pp | 30.90%-3.9pp | 302.99%-276.0pp |
| Employer contribution / active EE | $3,465 | $4,105-15.6% | $3,419+1.4% | $4,763-27.2% |
| Participant deferral / active EE | $11,660 | $6,677+74.6% | $6,271+85.9% | $5,983+94.9% |
| Admin fee / account holder | $3 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |