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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 | $288,649 | $160,028+80.4% | $147,080+96.3% | $145,884+97.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.73% | 98.60%-88.9pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $4,738 | $5,286-10.4% | $4,933-4.0% | $4,662+1.6% |
| Participant deferral / active EE | $9,133 | $8,422+8.4% | $8,066+13.2% | $6,690+36.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |