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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 | $426,870 | $183,627+132.5% | $155,602+174.3% | $145,978+192.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.95% | 61.32%-43.4pp | 64.81%-46.9pp | 550.52%-532.6pp |
| Employer contribution / active EE | $23,704 | $5,316+345.9% | $4,675+407.0% | $4,662+408.5% |
| Participant deferral / active EE | $15,250 | $6,466+135.9% | $5,629+170.9% | $6,690+128.0% |
| Admin fee / account holder | $187 | $19,327-99.0% | $15,923-98.8% | $13,400-98.6% |