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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 | $840,596 | $185,312+353.6% | $161,489+420.5% | $154,746+443.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.00% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $16,529 | $4,769+246.6% | $4,268+287.2% | $4,379+277.4% |
| Participant deferral / active EE | $9,400 | $6,350+48.0% | $5,630+67.0% | $6,730+39.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |