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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 | $321,005 | $107,353+199.0% | $92,903+245.5% | $152,885+110.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 34.13% | 145.62%-111.5pp | 109.43%-75.3pp | 345.39%-311.3pp |
| Employer contribution / active EE | $26,207 | $4,222+520.8% | $3,653+617.4% | $4,763+450.2% |
| Participant deferral / active EE | $13,833 | $4,848+185.4% | $4,238+226.4% | $5,851+136.4% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |