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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 | $452,227 | $165,381+173.4% | $149,730+202.0% | $158,966+184.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.06% | 348.29%-330.2pp | 276.70%-258.6pp | 302.95%-284.9pp |
| Employer contribution / active EE | $14,153 | $5,104+177.3% | $4,645+204.7% | $4,762+197.2% |
| Participant deferral / active EE | $15,467 | $7,182+115.3% | $6,843+126.0% | $5,983+158.5% |
| Admin fee / account holder | $13 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |