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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 | $829,553 | $212,777+289.9% | $173,703+377.6% | $198,609+317.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 13.59% | 18.82%-5.2pp | 17.46%-3.9pp | 202.70%-189.1pp |
| Employer contribution / active EE | $6,801 | $5,214+30.4% | $4,288+58.6% | $5,055+34.5% |
| Participant deferral / active EE | $19,000 | $5,697+233.5% | $4,854+291.4% | $6,977+172.3% |
| Admin fee / account holder | $0 | $19,536-100.0% | $15,562-100.0% | $19,030-100.0% |