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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 | $604,521 | $183,516+229.4% | $155,534+288.7% | $145,884+314.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.65% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $5,202 | $5,315-2.1% | $4,675+11.3% | $4,662+11.6% |
| Participant deferral / active EE | $19,449 | $6,467+200.8% | $5,630+245.4% | $6,690+190.7% |
| Admin fee / account holder | $104 | $19,293-99.5% | $15,900-99.3% | $13,392-99.2% |