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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 | $553,312 | $209,336+164.3% | $197,124+180.7% | $137,256+303.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.52% | 48.09%-34.6pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $32,977 | $6,591+400.4% | $6,227+429.5% | $4,156+693.5% |
| Participant deferral / active EE | $20,399 | $9,614+112.2% | $9,135+123.3% | $6,407+218.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |