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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 | $300,808 | $166,020+81.2% | $164,866+82.5% | $145,959+106.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.91% | 100.08%-84.2pp | 69.97%-54.1pp | 561.95%-546.0pp |
| Employer contribution / active EE | $11,870 | $5,275+125.0% | $4,343+173.3% | $4,661+154.7% |
| Participant deferral / active EE | $8,019 | $6,961+15.2% | $6,033+32.9% | $6,689+19.9% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |