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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 | $689,539 | $162,136+325.3% | $152,301+352.7% | $154,746+345.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.78% | 91.02%-68.2pp | 80.50%-57.7pp | 172.34%-149.6pp |
| Employer contribution / active EE | $18,195 | $4,890+272.1% | $4,624+293.5% | $4,379+315.5% |
| Participant deferral / active EE | $12,127 | $8,341+45.4% | $8,004+51.5% | $6,730+80.2% |
| Admin fee / account holder | $95 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |