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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 | $824,419 | $185,312+344.9% | $161,489+410.5% | $154,746+432.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.24% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $34,750 | $6,350+447.3% | $5,630+517.2% | $6,730+416.3% |
| Admin fee / account holder | $2 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |