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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 | $808,650 | $178,174+353.9% | $156,181+417.8% | $137,256+489.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.90% | 84.19%-61.3pp | 64.87%-42.0pp | 220.34%-197.4pp |
| Employer contribution / active EE | $26,050 | $4,972+424.0% | $4,294+506.7% | $4,156+526.8% |
| Participant deferral / active EE | $24,088 | $6,888+249.7% | $6,132+292.8% | $6,407+276.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |