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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 | $412,976 | $148,629+177.9% | $135,982+203.7% | $139,487+196.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.23% | 79.33%-67.1pp | 68.32%-56.1pp | 373.84%-361.6pp |
| Employer contribution / active EE | $13,432 | $5,247+156.0% | $4,859+176.4% | $4,755+182.5% |
| Participant deferral / active EE | $14,602 | $8,102+80.2% | $7,760+88.2% | $6,713+117.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |