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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 | $438,859 | $160,028+174.2% | $147,080+198.4% | $145,884+200.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.76% | 98.60%-74.8pp | 420.17%-396.4pp | 551.85%-528.1pp |
| Employer contribution / active EE | $7,407 | $5,286+40.1% | $4,933+50.2% | $4,662+58.9% |
| Participant deferral / active EE | $8,953 | $8,422+6.3% | $8,066+11.0% | $6,690+33.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |