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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 | $556,335 | $100,970+451.0% | $96,576+476.1% | $137,256+305.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.97% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $23,750 | $3,809+523.5% | $3,553+568.4% | $4,156+471.5% |
| Participant deferral / active EE | $26,000 | $8,286+213.8% | $7,956+226.8% | $6,407+305.8% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |