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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 | $544,997 | $209,405+160.3% | $178,486+205.3% | $158,931+242.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 40.21% | 188.77%-148.6pp | 151.08%-110.9pp | 302.86%-262.6pp |
| Employer contribution / active EE | $17,044 | $5,707+198.7% | $5,011+240.1% | $4,761+258.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |