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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 | $644,815 | $116,190+455.0% | $93,614+588.8% | $152,885+321.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.70% | 35.96%-15.3pp | 32.76%-12.1pp | 345.39%-324.7pp |
| Employer contribution / active EE | $10,337 | $3,219+221.2% | $2,718+280.3% | $4,763+117.0% |
| Participant deferral / active EE | $15,730 | $4,604+241.7% | $4,069+286.6% | $5,851+168.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |