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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 | $305,087 | $183,627+66.1% | $155,602+96.1% | $145,978+109.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 61.32%-50.5pp | 64.81%-54.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $20,700 | $5,316+289.4% | $4,675+342.8% | $4,662+344.0% |
| Participant deferral / active EE | $25,500 | $6,466+294.4% | $5,629+353.0% | $6,690+281.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |