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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 | $601,209 | $124,330+383.6% | $109,173+450.7% | $167,536+258.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.82% | 26.04%-1.2pp | 25.75%-0.9pp | 478.82%-454.0pp |
| Employer contribution / active EE | $38,500 | $4,209+814.7% | $3,723+934.2% | $4,839+695.6% |
| Participant deferral / active EE | $19,500 | $5,256+271.0% | $4,654+319.0% | $6,342+207.5% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |