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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 | $312,037 | $183,592+70.0% | $155,574+100.6% | $145,877+113.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.74% | 61.37%-43.6pp | 64.87%-47.1pp | 551.28%-533.5pp |
| Employer contribution / active EE | $13,942 | $5,317+162.2% | $4,676+198.2% | $4,663+199.0% |
| Participant deferral / active EE | $10,822 | $6,466+67.4% | $5,629+92.2% | $6,691+61.7% |
| Admin fee / account holder | $146 | $19,316-99.2% | $15,914-99.1% | $13,402-98.9% |