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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 | $568,625 | $289,211+96.6% | $260,467+118.3% | $198,609+186.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 19.57% | 112.90%-93.3pp | 100.60%-81.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $9,000 | $4,663+93.0% | $4,239+112.3% | $5,055+78.0% |
| Participant deferral / active EE | $20,333 | $6,812+198.5% | $6,319+221.8% | $6,977+191.4% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |