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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 | $447,482 | $213,785+109.3% | $185,441+141.3% | $155,188+188.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.91% | 19.97%-0.1pp | 20.16%-0.3pp | 148.84%-128.9pp |
| Employer contribution / active EE | $33,132 | $5,393+514.4% | $4,672+609.1% | $4,248+680.0% |
| Participant deferral / active EE | $21,594 | $6,864+214.6% | $6,152+251.0% | $6,531+230.6% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |