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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 | $313,374 | $226,090+38.6% | $182,531+71.7% | $152,885+105.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.45% | 192.57%-168.1pp | 148.57%-124.1pp | 345.39%-320.9pp |
| Employer contribution / active EE | $29,257 | $4,978+487.7% | $4,075+617.9% | $4,763+514.2% |
| Participant deferral / active EE | $29,375 | $6,369+361.2% | $5,525+431.7% | $5,851+402.1% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |