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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 | $781,891 | $159,934+388.9% | $147,005+431.9% | $145,959+435.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 26.17% | 98.24%-72.1pp | 418.76%-392.6pp | 561.95%-535.8pp |
| Employer contribution / active EE | $5,772 | $5,287+9.2% | $4,934+17.0% | $4,661+23.8% |
| Participant deferral / active EE | $13,834 | $8,427+64.2% | $8,070+71.4% | $6,689+106.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |