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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 | $292,317 | $209,422+39.6% | $178,503+63.8% | $158,982+83.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.49% | 188.81%-173.3pp | 151.12%-135.6pp | 302.99%-287.5pp |
| Employer contribution / active EE | $8,719 | $5,707+52.8% | $5,011+74.0% | $4,763+83.1% |
| Participant deferral / active EE | $9,935 | $5,955+66.8% | $5,202+91.0% | $5,983+66.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |