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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 | $404,676 | $157,304+157.3% | $141,197+186.6% | $152,909+164.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.83% | 64.34%-49.5pp | 71.41%-56.6pp | 345.46%-330.6pp |
| Employer contribution / active EE | $11,175 | $5,263+112.4% | $4,736+135.9% | $4,764+134.6% |
| Participant deferral / active EE | $7,133 | $7,111+0.3% | $6,710+6.3% | $5,851+21.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |