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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 | $287,160 | $165,361+73.7% | $149,715+91.8% | $158,950+80.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.92% | 348.24%-331.3pp | 276.66%-259.7pp | 302.91%-286.0pp |
| Employer contribution / active EE | $4,524 | $5,103-11.4% | $4,645-2.6% | $4,762-5.0% |
| Participant deferral / active EE | $19,161 | $7,182+166.8% | $6,842+180.0% | $5,983+220.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |