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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 | $970,480 | $154,228+529.3% | $145,433+567.3% | $137,256+607.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 13.63% | 74.59%-61.0pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $22,240 | $4,804+362.9% | $4,554+388.3% | $4,156+435.1% |
| Participant deferral / active EE | $18,341 | $8,216+123.2% | $7,897+132.2% | $6,407+186.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |