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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 | $385,819 | $227,399+69.7% | $189,758+103.3% | $198,609+94.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 17.66% | 61.03%-43.4pp | 52.62%-35.0pp | 202.70%-185.0pp |
| Employer contribution / active EE | $15,983 | $5,526+189.2% | $4,767+235.3% | $5,055+216.2% |
| Participant deferral / active EE | $8,213 | $6,837+20.1% | $5,856+40.2% | $6,977+17.7% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |