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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 | $434,962 | $165,399+163.0% | $149,745+190.5% | $158,982+173.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.54% | 348.34%-336.8pp | 276.72%-265.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $14,823 | $5,105+190.4% | $4,646+219.1% | $4,763+211.2% |
| Participant deferral / active EE | $9,952 | $7,183+38.6% | $6,843+45.4% | $5,983+66.3% |
| Admin fee / account holder | $43 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |