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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 | $342,109 | $175,231+95.2% | $149,696+128.5% | $139,466+145.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $6,478 | $5,478+18.3% | $4,821+34.4% | $4,754+36.3% |
| Participant deferral / active EE | $9,724 | $6,521+49.1% | $5,682+71.1% | $6,712+44.9% |
| Admin fee / account holder | $37 | $16,155-99.8% | $13,212-99.7% | $11,409-99.7% |