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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 | $514,065 | $135,956+278.1% | $123,894+314.9% | $273,972+87.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.81% | 56.63%-41.8pp | 47.52%-32.7pp | 41.46%-26.6pp |
| Employer contribution / active EE | $29,042 | $5,170+461.8% | $4,617+529.0% | $4,869+496.5% |
| Participant deferral / active EE | $20,400 | $6,343+221.6% | $5,984+240.9% | $5,287+285.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |