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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 | $558,231 | $209,336+166.7% | $197,124+183.2% | $137,256+306.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.46% | 48.09%-30.6pp | 44.34%-26.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $46,000 | $6,591+598.0% | $6,227+638.7% | $4,156+1006.8% |
| Participant deferral / active EE | $27,250 | $9,614+183.4% | $9,135+198.3% | $6,407+325.3% |
| Admin fee / account holder | $160 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |