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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 | $297,172 | $152,612+94.7% | $125,192+137.4% | $152,897+94.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.19% | 54.85%-32.7pp | 43.79%-21.6pp | 345.43%-323.2pp |
| Employer contribution / active EE | $4,645 | $4,947-6.1% | $3,866+20.1% | $4,764-2.5% |
| Participant deferral / active EE | $12,563 | $5,868+114.1% | $4,937+154.4% | $5,851+114.7% |
| Admin fee / account holder | -$50 | $13,437-100.4% | $9,704-100.5% | $11,599-100.4% |