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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 | $374,578 | $212,386+76.4% | $199,883+87.4% | $138,895+169.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.35% | 47.75%-29.4pp | 43.81%-25.5pp | 145.39%-127.0pp |
| Employer contribution / active EE | $36,847 | $6,625+456.2% | $6,261+488.5% | $4,194+778.5% |
| Participant deferral / active EE | $23,000 | $9,617+139.2% | $9,138+151.7% | $6,396+259.6% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |