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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 | $276,406 | $160,070+72.7% | $147,117+87.9% | $145,897+89.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 15.24% | 98.69%-83.4pp | 420.54%-405.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $15,396 | $5,285+191.3% | $4,932+212.1% | $4,663+230.2% |
| Participant deferral / active EE | $12,744 | $8,419+51.4% | $8,065+58.0% | $6,689+90.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |