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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 | $250,097 | $162,812+53.6% | $133,971+86.7% | $158,966+57.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 173.81% | 41.94%+131.9pp | 45.09%+128.7pp | 302.95%-129.1pp |
| Employer contribution / active EE | $7,280 | $4,976+46.3% | $3,919+85.8% | $4,762+52.9% |
| Participant deferral / active EE | $23,833 | $5,910+303.3% | $5,047+372.2% | $5,983+298.3% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |