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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 | $367,230 | $183,627+100.0% | $155,602+136.0% | $145,978+151.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.65% | 61.32%-46.7pp | 64.81%-50.2pp | 550.52%-535.9pp |
| Employer contribution / active EE | $4,071 | $5,316-23.4% | $4,675-12.9% | $4,662-12.7% |
| Participant deferral / active EE | $10,111 | $6,466+56.4% | $5,629+79.6% | $6,690+51.1% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |