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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 | $345,796 | $165,361+109.1% | $149,715+131.0% | $158,950+117.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.81% | 348.24%-312.4pp | 276.66%-240.8pp | 302.91%-267.1pp |
| Employer contribution / active EE | $1,694 | $5,103-66.8% | $4,645-63.5% | $4,762-64.4% |
| Participant deferral / active EE | $15,000 | $7,182+108.9% | $6,842+119.2% | $5,983+150.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |