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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 | $298,934 | $201,344+48.5% | $184,243+62.2% | $145,877+104.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.92% | 29.01%-10.1pp | 28.82%-9.9pp | 551.28%-532.4pp |
| Employer contribution / active EE | $3,680 | $7,022-47.6% | $6,427-42.7% | $4,663-21.1% |
| Participant deferral / active EE | $28,000 | $9,807+185.5% | $9,132+206.6% | $6,691+318.5% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |