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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 | $304,097 | $165,351+83.9% | $149,710+103.1% | $158,931+91.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.06% | 348.19%-332.1pp | 276.63%-260.6pp | 302.86%-286.8pp |
| Employer contribution / active EE | $21,107 | $5,103+313.6% | $4,645+354.4% | $4,761+343.3% |
| Participant deferral / active EE | $11,420 | $7,181+59.0% | $6,842+66.9% | $5,982+90.9% |
| Admin fee / account holder | $229 | $10,807-97.9% | $9,309-97.5% | $11,247-98.0% |