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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 | $299,646 | $209,874+42.8% | $189,537+58.1% | $167,536+78.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.54% | 748.61%-738.1pp | 555.34%-544.8pp | 478.82%-468.3pp |
| Employer contribution / active EE | $22,513 | $6,913+225.7% | $6,161+265.4% | $4,839+365.2% |
| Participant deferral / active EE | $12,091 | $8,934+35.3% | $8,220+47.1% | $6,342+90.6% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |