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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 | $252,876 | $149,040+69.7% | $120,225+110.3% | $137,256+84.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.33% | 605.68%-586.4pp | 439.23%-419.9pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,970 | $4,350-31.7% | $3,475-14.5% | $4,156-28.5% |
| Participant deferral / active EE | $6,400 | $4,655+37.5% | $3,999+60.1% | $6,407-0.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |