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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 | $306,243 | $96,691+216.7% | $86,656+253.4% | $139,487+119.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.15% | 106.87%-91.7pp | 593.09%-577.9pp | 373.84%-358.7pp |
| Employer contribution / active EE | $5,138 | $3,267+57.3% | $3,025+69.8% | $4,755+8.1% |
| Participant deferral / active EE | $9,701 | $4,838+100.5% | $4,439+118.5% | $6,713+44.5% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |