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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 | $450,427 | $183,592+145.3% | $155,574+189.5% | $145,877+208.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 38.40% | 61.37%-23.0pp | 64.87%-26.5pp | 551.28%-512.9pp |
| Employer contribution / active EE | $1,560 | $5,317-70.7% | $4,676-66.6% | $4,663-66.5% |
| Participant deferral / active EE | $13,645 | $6,466+111.0% | $5,629+142.4% | $6,691+103.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |