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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 | $344,076 | $110,212+212.2% | $96,534+256.4% | $139,466+146.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 26.20% | 26.42%-0.2pp | 25.88%+0.3pp | 373.66%-347.5pp |
| Employer contribution / active EE | $17,317 | $3,620+378.4% | $2,965+483.9% | $4,754+264.3% |
| Participant deferral / active EE | $12,114 | $5,547+118.4% | $4,851+149.7% | $6,712+80.5% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |