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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 | $278,872 | $157,296+77.3% | $141,191+97.5% | $152,897+82.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.40% | 64.34%-45.9pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $7,055 | $5,262+34.1% | $4,736+49.0% | $4,764+48.1% |
| Participant deferral / active EE | $9,013 | $7,111+26.8% | $6,710+34.3% | $5,851+54.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |