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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 | $435,869 | $175,231+148.7% | $149,696+191.2% | $139,466+212.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $15,711 | $5,478+186.8% | $4,821+225.9% | $4,754+230.5% |
| Participant deferral / active EE | $19,912 | $6,521+205.3% | $5,682+250.4% | $6,712+196.7% |
| Admin fee / account holder | $296 | $16,155-98.2% | $13,212-97.8% | $11,409-97.4% |