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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 | $354,172 | $185,312+91.1% | $161,489+119.3% | $154,746+128.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.34% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $28,229 | $4,769+491.9% | $4,268+561.4% | $4,379+544.6% |
| Participant deferral / active EE | $30,000 | $6,350+372.5% | $5,630+432.9% | $6,730+345.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |