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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 | $319,364 | $176,077+81.4% | $159,455+100.3% | $167,518+90.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.51% | 331.83%-313.3pp | 263.63%-245.1pp | 478.71%-460.2pp |
| Employer contribution / active EE | $11,837 | $5,298+123.4% | $4,830+145.1% | $4,838+144.6% |
| Participant deferral / active EE | $8,089 | $7,751+4.4% | $7,353+10.0% | $6,342+27.6% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |