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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 | $395,623 | $199,109+98.7% | $173,730+127.7% | $154,746+155.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.31% | 20.02%+0.3pp | 19.96%+0.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $10,000 | $5,311+88.3% | $4,577+118.5% | $4,379+128.4% |
| Participant deferral / active EE | $26,000 | $7,113+265.6% | $6,326+311.0% | $6,730+286.3% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |