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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 | $518,255 | $185,905+178.8% | $170,057+204.8% | $139,487+271.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.21% | 60.56%-44.3pp | 53.42%-37.2pp | 373.84%-357.6pp |
| Employer contribution / active EE | $14,966 | $7,597+97.0% | $6,790+120.4% | $4,755+214.8% |
| Participant deferral / active EE | $11,880 | $11,627+2.2% | $10,411+14.1% | $6,713+77.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |