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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 | $315,306 | $183,592+71.7% | $155,574+102.7% | $145,877+116.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.73% | 61.37%-43.6pp | 64.87%-47.1pp | 551.28%-533.6pp |
| Employer contribution / active EE | $6,897 | $5,317+29.7% | $4,676+47.5% | $4,663+47.9% |
| Participant deferral / active EE | $7,378 | $6,466+14.1% | $5,629+31.1% | $6,691+10.3% |
| Admin fee / account holder | $33 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |