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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 | $457,537 | $172,111+165.8% | $150,298+204.4% | $137,256+233.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.46% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $11,641 | $4,636+151.1% | $4,154+180.2% | $4,156+180.1% |
| Participant deferral / active EE | $16,743 | $6,166+171.6% | $5,453+207.1% | $6,407+161.3% |
| Admin fee / account holder | $286 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |