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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 | $999,827 | $209,336+377.6% | $197,124+407.2% | $137,256+628.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.92% | 48.09%-24.2pp | 44.34%-20.4pp | 220.34%-196.4pp |
| Employer contribution / active EE | $49,350 | $6,591+648.8% | $6,227+692.5% | $4,156+1087.4% |
| Participant deferral / active EE | $24,250 | $9,614+152.2% | $9,135+165.5% | $6,407+278.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |