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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 | $585,003 | $166,020+252.4% | $164,866+254.8% | $145,959+300.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 9.22% | 100.08%-90.9pp | 69.97%-60.8pp | 561.95%-552.7pp |
| Employer contribution / active EE | $7,898 | $5,275+49.7% | $4,343+81.9% | $4,661+69.5% |
| Participant deferral / active EE | $8,137 | $6,961+16.9% | $6,033+34.9% | $6,689+21.7% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |