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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 | $665,367 | $97,125+585.1% | $86,233+671.6% | $137,256+384.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.77% | 74.19%-60.4pp | 61.39%-47.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $26,774 | $2,841+842.3% | $2,504+969.1% | $4,156+544.2% |
| Participant deferral / active EE | $15,500 | $5,180+199.2% | $4,559+240.0% | $6,407+141.9% |
| Admin fee / account holder | $54 | $9,725-99.4% | $8,342-99.4% | $12,270-99.6% |