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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 | $369,611 | $185,883+98.8% | $170,043+117.4% | $139,466+165.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.35% | 60.54%-42.2pp | 53.40%-35.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $16,517 | $7,596+117.4% | $6,790+143.3% | $4,754+247.4% |
| Participant deferral / active EE | $10,217 | $11,626-12.1% | $10,410-1.9% | $6,712+52.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |