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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 | $334,711 | $210,698+58.9% | $178,014+88.0% | $145,959+129.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.52% | 386.27%-376.8pp | 294.80%-285.3pp | 561.95%-552.4pp |
| Employer contribution / active EE | $20,836 | $4,567+356.2% | $3,950+427.5% | $4,661+347.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |