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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 | $309,878 | $209,422+48.0% | $178,503+73.6% | $158,982+94.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.74% | 188.81%-170.1pp | 151.12%-132.4pp | 302.99%-284.3pp |
| Employer contribution / active EE | $6,370 | $5,707+11.6% | $5,011+27.1% | $4,763+33.8% |
| Participant deferral / active EE | $6,386 | $5,955+7.2% | $5,202+22.8% | $5,983+6.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |