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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 | $495,521 | $201,372+146.1% | $184,260+168.9% | $145,884+239.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.00% | 29.04%-14.0pp | 28.84%-13.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $20,303 | $7,024+189.1% | $6,427+215.9% | $4,662+335.5% |
| Participant deferral / active EE | $21,092 | $9,808+115.1% | $9,133+130.9% | $6,690+215.3% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |