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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 | $757,928 | $185,856+307.8% | $170,028+345.8% | $139,456+443.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 108.30% | 60.52%+47.8pp | 53.39%+54.9pp | 373.45%-265.1pp |
| Employer contribution / active EE | $4,101 | $7,593-46.0% | $6,788-39.6% | $4,753-13.7% |
| Participant deferral / active EE | $30,000 | $11,623+158.1% | $10,409+188.2% | $6,711+347.0% |
| Admin fee / account holder | $21 | $15,387-99.9% | $12,820-99.8% | $11,407-99.8% |