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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 | $467,371 | $132,099+253.8% | $115,599+304.3% | $138,895+236.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 15.52% | 176.76%-161.2pp | 111.10%-95.6pp | 145.39%-129.9pp |
| Employer contribution / active EE | $18,481 | $3,416+441.0% | $2,955+525.3% | $4,194+340.6% |
| Participant deferral / active EE | $13,623 | $5,617+142.5% | $4,889+178.6% | $6,396+113.0% |
| Admin fee / account holder | $155 | $15,650-99.0% | $12,841-98.8% | $12,562-98.8% |