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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 | $409,126 | $201,264+103.3% | $184,185+122.1% | $145,978+180.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.54% | 29.00%-8.5pp | 28.81%-8.3pp | 550.52%-530.0pp |
| Employer contribution / active EE | $25,862 | $7,021+268.4% | $6,426+302.5% | $4,662+454.8% |
| Participant deferral / active EE | $11,133 | $9,806+13.5% | $9,132+21.9% | $6,690+66.4% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |