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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 | $636,816 | $154,228+312.9% | $145,433+337.9% | $137,256+364.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.87% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $23,869 | $4,804+396.9% | $4,554+424.1% | $4,156+474.3% |
| Participant deferral / active EE | $15,848 | $8,216+92.9% | $7,897+100.7% | $6,407+147.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |