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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 | $339,802 | $209,405+62.3% | $178,486+90.4% | $158,931+113.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.52% | 188.77%-162.2pp | 151.08%-124.6pp | 302.86%-276.3pp |
| Employer contribution / active EE | $6,690 | $5,707+17.2% | $5,011+33.5% | $4,761+40.5% |
| Participant deferral / active EE | $9,972 | $5,954+67.5% | $5,202+91.7% | $5,982+66.7% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |