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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 | $257,036 | $160,040+60.6% | $147,096+74.7% | $145,877+76.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.27% | 98.49%-82.2pp | 419.75%-403.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $8,796 | $5,289+66.3% | $4,936+78.2% | $4,663+88.6% |
| Participant deferral / active EE | $16,160 | $8,429+91.7% | $8,071+100.2% | $6,691+141.5% |
| Admin fee / account holder | $38 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |