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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 | $870,738 | $166,268+423.7% | $165,100+427.4% | $145,897+496.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.13% | 100.52%-88.4pp | 70.21%-58.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $37,107 | $5,284+602.3% | $4,348+753.4% | $4,663+695.8% |
| Participant deferral / active EE | $26,750 | $6,964+284.1% | $6,035+343.2% | $6,689+299.9% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |