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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 | $304,142 | $185,312+64.1% | $161,489+88.3% | $154,746+96.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.93% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $35,214 | $4,769+638.4% | $4,268+725.0% | $4,379+704.1% |
| Participant deferral / active EE | $16,750 | $6,350+163.8% | $5,630+197.5% | $6,730+148.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |