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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 | $478,968 | $156,398+206.3% | $147,318+225.1% | $138,895+244.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.52% | 78.75%-59.2pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $11,030 | $4,853+127.3% | $4,593+140.1% | $4,194+163.0% |
| Participant deferral / active EE | $18,718 | $8,237+127.2% | $7,906+136.8% | $6,396+192.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |