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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 | $384,115 | $217,427+76.7% | $185,837+106.7% | $167,518+129.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.37% | 148.39%-133.0pp | 122.08%-106.7pp | 478.71%-463.3pp |
| Employer contribution / active EE | $9,982 | $5,874+69.9% | $5,168+93.2% | $4,838+106.3% |
| Participant deferral / active EE | $10,475 | $6,357+64.8% | $5,568+88.1% | $6,342+65.2% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |