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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 | $500,568 | $209,847+138.5% | $189,520+164.1% | $167,518+198.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.45% | 748.45%-736.0pp | 555.25%-542.8pp | 478.71%-466.3pp |
| Employer contribution / active EE | $6,621 | $6,913-4.2% | $6,161+7.5% | $4,838+36.8% |
| Participant deferral / active EE | $17,619 | $8,934+97.2% | $8,220+114.3% | $6,342+177.8% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |