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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 | $273,610 | $201,344+35.9% | $184,243+48.5% | $145,877+87.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.19% | 29.01%-9.8pp | 28.82%-9.6pp | 551.28%-532.1pp |
| Employer contribution / active EE | $34,850 | $7,022+396.3% | $6,427+442.3% | $4,663+647.4% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $18 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |