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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 | $445,985 | $70,532+532.3% | $68,948+546.8% | $137,256+224.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 14.30% | 32.56%-18.3pp | 28.39%-14.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $7,333 | $4,355+68.4% | $4,165+76.1% | $4,156+76.4% |
| Participant deferral / active EE | $10,877 | $6,773+60.6% | $6,186+75.8% | $6,407+69.8% |
| Admin fee / account holder | $15 | $7,916-99.8% | $7,539-99.8% | $12,270-99.9% |