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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 | $436,546 | $154,228+183.1% | $145,433+200.2% | $137,256+218.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.31% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $11,042 | $4,804+129.9% | $4,554+142.4% | $4,156+165.7% |
| Participant deferral / active EE | $16,072 | $8,216+95.6% | $7,897+103.5% | $6,407+150.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |