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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 | $161,352+414.1% | $134,172+518.3% | $137,256+504.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.59% | 28.72%-15.1pp | 25.30%-11.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $6,801 | $4,099+65.9% | $3,420+98.9% | $4,156+63.6% |
| Participant deferral / active EE | $19,000 | $5,552+242.2% | $4,690+305.1% | $6,407+196.6% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |