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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 | $671,918 | $175,231+283.4% | $149,696+348.9% | $139,466+381.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.68% | 166.77%-156.1pp | 134.46%-123.8pp | 373.66%-363.0pp |
| Employer contribution / active EE | $58,749 | $5,478+972.5% | $4,821+1118.7% | $4,754+1135.8% |
| Participant deferral / active EE | $45,500 | $6,521+597.7% | $5,682+700.8% | $6,712+577.9% |
| Admin fee / account holder | $197 | $16,155-98.8% | $13,212-98.5% | $11,409-98.3% |