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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 | $550,295 | $108,922+405.2% | $100,398+448.1% | $145,978+277.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.06% | 58.04%-45.0pp | 49.32%-36.3pp | 550.52%-537.5pp |
| Employer contribution / active EE | $14,272 | $4,426+222.5% | $3,946+261.7% | $4,662+206.2% |
| Participant deferral / active EE | $6,879 | $8,450-18.6% | $8,084-14.9% | $6,690+2.8% |
| Admin fee / account holder | $71 | $9,680-99.3% | $7,893-99.1% | $13,400-99.5% |