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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 | $460,088 | $201,372+128.5% | $184,260+149.7% | $145,884+215.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.27% | 29.04%-16.8pp | 28.84%-16.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $13,764 | $7,024+96.0% | $6,427+114.1% | $4,662+195.2% |
| Participant deferral / active EE | $10,842 | $9,808+10.5% | $9,133+18.7% | $6,690+62.1% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |