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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 | $350,030 | $100,938+246.8% | $90,461+286.9% | $158,982+120.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 23.03% | 1727.20%-1704.2pp | 1294.76%-1271.7pp | 302.99%-280.0pp |
| Employer contribution / active EE | $15,578 | $3,691+322.0% | $3,264+377.3% | $4,763+227.1% |
| Participant deferral / active EE | $22,655 | $4,350+420.9% | $3,964+471.5% | $5,983+278.6% |
| Admin fee / account holder | $64 | $6,510-99.0% | $5,617-98.9% | $11,252-99.4% |