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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 | $263,219 | $175,259+50.2% | $149,723+75.8% | $139,487+88.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.96% | 166.82%-151.9pp | 134.50%-119.5pp | 373.84%-358.9pp |
| Employer contribution / active EE | $10,710 | $5,478+95.5% | $4,821+122.1% | $4,755+125.3% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |