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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 | $585,713 | $183,627+219.0% | $155,602+276.4% | $145,978+301.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.40% | 61.32%-33.9pp | 64.81%-37.4pp | 550.52%-523.1pp |
| Employer contribution / active EE | $17,851 | $5,316+235.8% | $4,675+281.8% | $4,662+282.9% |
| Participant deferral / active EE | $10,523 | $6,466+62.8% | $5,629+87.0% | $6,690+57.3% |
| Admin fee / account holder | $160 | $19,327-99.2% | $15,923-99.0% | $13,400-98.8% |