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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 | $432,312 | $135,956+218.0% | $123,894+248.9% | $273,972+57.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.56% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $17,021 | $5,170+229.2% | $4,617+268.7% | $4,869+249.6% |
| Participant deferral / active EE | $8,412 | $6,343+32.6% | $5,984+40.6% | $5,287+59.1% |
| Admin fee / account holder | $27 | $9,817-99.7% | $8,357-99.7% | $10,133-99.7% |