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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 | $585,687 | $183,516+219.1% | $155,534+276.6% | $145,884+301.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.16% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $38,333 | $5,315+621.3% | $4,675+720.0% | $4,662+722.2% |
| Participant deferral / active EE | $22,757 | $6,467+251.9% | $5,630+304.2% | $6,690+240.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |