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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 | $556,614 | $157,296+253.9% | $141,191+294.2% | $152,897+264.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.31% | 64.34%-41.0pp | 71.41%-48.1pp | 345.43%-322.1pp |
| Employer contribution / active EE | $2,476 | $5,262-52.9% | $4,736-47.7% | $4,764-48.0% |
| Participant deferral / active EE | $7,532 | $7,111+5.9% | $6,710+12.2% | $5,851+28.7% |
| Admin fee / account holder | $22 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |