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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 | $349,914 | $185,312+88.8% | $161,489+116.7% | $154,746+126.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.22% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,715 | $4,769-43.1% | $4,268-36.4% | $4,379-38.0% |
| Participant deferral / active EE | $4,785 | $6,350-24.6% | $5,630-15.0% | $6,730-28.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |