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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 | $444,301 | $108,942+307.8% | $100,415+342.5% | $145,897+204.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.27% | 58.27%-43.0pp | 49.47%-34.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $6,889 | $4,422+55.8% | $3,943+74.7% | $4,663+47.7% |
| Participant deferral / active EE | $14,056 | $8,461+66.1% | $8,091+73.7% | $6,689+110.1% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |