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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 | $995,189 | $138,312+619.5% | $122,979+709.2% | $155,188+541.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 12.16% | 22.06%-9.9pp | 20.12%-8.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $36,029 | $3,530+920.6% | $3,062+1076.5% | $4,248+748.2% |
| Participant deferral / active EE | $10,752 | $5,592+92.3% | $5,003+114.9% | $6,531+64.6% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |