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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 | $908,602 | $176,794+413.9% | $146,647+519.6% | $167,553+442.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 25.18% | 24.04%+1.1pp | 22.75%+2.4pp | 478.89%-453.7pp |
| Employer contribution / active EE | $20,653 | $5,161+300.1% | $4,137+399.2% | $4,840+326.7% |
| Participant deferral / active EE | $8,667 | $6,440+34.6% | $5,506+57.4% | $6,343+36.6% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |