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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 | $494,017 | $183,592+169.1% | $155,574+217.5% | $145,877+238.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.44% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $10,375 | $5,317+95.1% | $4,676+121.9% | $4,663+122.5% |
| Participant deferral / active EE | $7,586 | $6,466+17.3% | $5,629+34.8% | $6,691+13.4% |
| Admin fee / account holder | $24 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |