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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 | $565,077 | $160,028+253.1% | $147,080+284.2% | $145,884+287.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.30% | 98.60%-87.3pp | 420.17%-408.9pp | 551.85%-540.6pp |
| Employer contribution / active EE | $16,369 | $5,286+209.7% | $4,933+231.8% | $4,662+251.1% |
| Participant deferral / active EE | $21,922 | $8,422+160.3% | $8,066+171.8% | $6,690+227.7% |
| Admin fee / account holder | $214 | $15,030-98.6% | $12,989-98.4% | $13,392-98.4% |