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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 | $262,907 | $159,978+64.3% | $147,041+78.8% | $145,978+80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.93% | 98.36%-85.4pp | 419.21%-406.3pp | 550.52%-537.6pp |
| Employer contribution / active EE | $2,790 | $5,288-47.2% | $4,935-43.5% | $4,662-40.2% |
| Participant deferral / active EE | $13,013 | $8,429+54.4% | $8,071+61.2% | $6,690+94.5% |
| Admin fee / account holder | $15 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |