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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 | $362,173 | $154,228+134.8% | $145,433+149.0% | $137,256+163.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.73% | 74.59%-50.9pp | 66.58%-42.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $20,767 | $4,804+332.3% | $4,554+356.0% | $4,156+399.7% |
| Participant deferral / active EE | $9,166 | $8,216+11.6% | $7,897+16.1% | $6,407+43.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |