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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 | $714,408 | $162,136+340.6% | $152,301+369.1% | $154,746+361.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.23% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $42,576 | $4,890+770.6% | $4,624+820.7% | $4,379+872.3% |
| Participant deferral / active EE | $17,975 | $8,341+115.5% | $8,004+124.6% | $6,730+167.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |