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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 | $560,449 | $160,028+250.2% | $147,080+281.0% | $145,884+284.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.24% | 98.60%-76.4pp | 420.17%-397.9pp | 551.85%-529.6pp |
| Employer contribution / active EE | $33,103 | $5,286+526.3% | $4,933+571.0% | $4,662+610.0% |
| Participant deferral / active EE | $20,292 | $8,422+140.9% | $8,066+151.6% | $6,690+203.3% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |