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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 | $349,462 | $183,516+90.4% | $155,534+124.7% | $145,884+139.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $10,239 | $5,315+92.7% | $4,675+119.0% | $4,662+119.6% |
| Participant deferral / active EE | $11,157 | $6,467+72.5% | $5,630+98.2% | $6,690+66.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |