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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 | $292,963 | $138,075+112.2% | $123,552+137.1% | $135,379+116.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.47% | 153.70%-142.2pp | 119.20%-107.7pp | 519.79%-508.3pp |
| Employer contribution / active EE | $6,185 | $5,152+20.0% | $4,628+33.6% | $4,779+29.4% |
| Participant deferral / active EE | $9,250 | $6,800+36.0% | $6,426+43.9% | $5,609+64.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |