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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 | $326,896 | $183,592+78.1% | $155,574+110.1% | $145,877+124.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.49% | 61.37%-39.9pp | 64.87%-43.4pp | 551.28%-529.8pp |
| Employer contribution / active EE | $34,500 | $5,317+548.9% | $4,676+637.9% | $4,663+639.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $270 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |