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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 | $363,658 | $209,428+73.6% | $178,498+103.7% | $158,950+128.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.30% | 188.78%-181.5pp | 151.09%-143.8pp | 302.91%-295.6pp |
| Employer contribution / active EE | $2,963 | $5,707-48.1% | $5,011-40.9% | $4,762-37.8% |
| Participant deferral / active EE | $27,700 | $5,955+365.2% | $5,202+432.5% | $5,983+363.0% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |