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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 | $446,377 | $154,228+189.4% | $145,433+206.9% | $137,256+225.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.34% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $26,150 | $4,804+444.3% | $4,554+474.2% | $4,156+529.2% |
| Participant deferral / active EE | $15,500 | $8,216+88.6% | $7,897+96.3% | $6,407+141.9% |
| Admin fee / account holder | $28 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |