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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 | $305,026 | $160,040+90.6% | $147,096+107.4% | $145,877+109.1% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 10.30% | 98.49%-88.2pp | 419.75%-409.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $4,361 | $5,289-17.5% | $4,936-11.6% | $4,663-6.5% |
| Participant deferral / active EE | $11,898 | $8,429+41.2% | $8,071+47.4% | $6,691+77.8% |
| Admin fee / account holder | $7 | $15,050-100.0% | $13,005-99.9% | $13,402-99.9% |