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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 | $295,499 | $175,231+68.6% | $149,696+97.4% | $139,466+111.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.18% | 166.77%-135.6pp | 134.46%-103.3pp | 373.66%-342.5pp |
| Employer contribution / active EE | $13,750 | $5,478+151.0% | $4,821+185.2% | $4,754+189.2% |
| Participant deferral / active EE | $5,688 | $6,521-12.8% | $5,682+0.1% | $6,712-15.3% |
| Admin fee / account holder | $210 | $16,155-98.7% | $13,212-98.4% | $11,409-98.2% |