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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 | $348,456 | $176,077+97.9% | $159,455+118.5% | $167,518+108.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.23% | 331.83%-318.6pp | 263.63%-250.4pp | 478.71%-465.5pp |
| Employer contribution / active EE | $7,168 | $5,298+35.3% | $4,830+48.4% | $4,838+48.1% |
| Participant deferral / active EE | $6,440 | $7,751-16.9% | $7,353-12.4% | $6,342+1.6% |
| Admin fee / account holder | $292 | $12,556-97.7% | $10,800-97.3% | $12,312-97.6% |