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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 | $747,431 | $201,264+271.4% | $184,185+305.8% | $145,978+412.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.00%-29.0pp | 28.81%-28.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $24,675 | $7,021+251.5% | $6,426+284.0% | $4,662+429.3% |
| Participant deferral / active EE | $19,288 | $9,806+96.7% | $9,132+111.2% | $6,690+188.3% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |