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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 | $254,532 | $209,874+21.3% | $189,537+34.3% | $167,536+51.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.92% | 748.61%-736.7pp | 555.34%-543.4pp | 478.82%-466.9pp |
| Employer contribution / active EE | $10,284 | $6,913+48.8% | $6,161+66.9% | $4,839+112.5% |
| Participant deferral / active EE | $12,476 | $8,934+39.6% | $8,220+51.8% | $6,342+96.7% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |