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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 | $457,406 | $108,911+320.0% | $100,392+355.6% | $145,884+213.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.73% | 58.23%-43.5pp | 49.45%-34.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $18,976 | $4,420+329.3% | $3,941+381.4% | $4,662+307.0% |
| Participant deferral / active EE | $13,083 | $8,459+54.7% | $8,090+61.7% | $6,690+95.6% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |