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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 | $893,084 | $178,174+401.2% | $156,181+471.8% | $137,256+550.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 30.43% | 84.19%-53.8pp | 64.87%-34.4pp | 220.34%-189.9pp |
| Employer contribution / active EE | $34,750 | $4,972+599.0% | $4,294+709.3% | $4,156+736.1% |
| Participant deferral / active EE | $22,485 | $6,888+226.4% | $6,132+266.7% | $6,407+251.0% |
| Admin fee / account holder | $32 | $17,404-99.8% | $14,586-99.8% | $12,270-99.7% |