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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 | $610,386 | $135,956+349.0% | $123,894+392.7% | $273,972+122.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.12% | 56.63%-44.5pp | 47.52%-35.4pp | 41.46%-29.3pp |
| Employer contribution / active EE | $19,791 | $5,170+282.8% | $4,617+328.7% | $4,869+306.5% |
| Participant deferral / active EE | $19,500 | $6,343+207.4% | $5,984+225.9% | $5,287+268.8% |
| Admin fee / account holder | $27 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |