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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 | $559,248 | $202,342+176.4% | $172,753+223.7% | $152,909+265.7% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 19.46% | 1029.88%-1010.4pp | 803.00%-783.5pp | 345.46%-326.0pp |
| Employer contribution / active EE | $8,279 | $5,857+41.3% | $5,144+61.0% | $4,764+73.8% |
| Participant deferral / active EE | $15,522 | $5,948+161.0% | $5,198+198.6% | $5,851+165.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |