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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 | $569,044 | $129,737+338.6% | $119,126+377.7% | $154,746+267.7% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 14.97% | 379.08%-364.1pp | 282.11%-267.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $15,668 | $4,375+258.1% | $4,034+288.4% | $4,379+257.8% |
| Participant deferral / active EE | $7,015 | $5,842+20.1% | $5,318+31.9% | $6,730+4.2% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |