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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 | $256,589 | $201,259+27.5% | $184,200+39.3% | $145,959+75.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.40% | 28.98%-8.6pp | 28.80%-8.4pp | 561.95%-541.5pp |
| Employer contribution / active EE | $23,000 | $7,018+227.7% | $6,424+258.0% | $4,661+393.5% |
| Participant deferral / active EE | $25,000 | $9,806+154.9% | $9,132+173.8% | $6,689+273.8% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |