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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 | $293,721 | $155,555+88.8% | $146,866+100.0% | $155,188+89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.01% | 115.41%-93.4pp | 102.85%-80.8pp | 148.84%-126.8pp |
| Employer contribution / active EE | $32,143 | $4,647+591.7% | $4,425+626.4% | $4,248+656.7% |
| Participant deferral / active EE | $19,220 | $8,044+138.9% | $7,759+147.7% | $6,531+194.3% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |