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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 | $452,562 | $156,398+189.4% | $147,318+207.2% | $138,895+225.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.35% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.0pp |
| Employer contribution / active EE | $25,000 | $4,853+415.1% | $4,593+444.3% | $4,194+496.1% |
| Participant deferral / active EE | $10,000 | $8,237+21.4% | $7,906+26.5% | $6,396+56.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |