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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 | $302,674 | $135,639+123.1% | $110,241+174.6% | $135,382+123.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.53% | 513.21%-504.7pp | 314.75%-306.2pp | 519.77%-511.2pp |
| Employer contribution / active EE | $2,514 | $4,907-48.8% | $3,827-34.3% | $4,779-47.4% |
| Participant deferral / active EE | $6,780 | $5,507+23.1% | $4,672+45.1% | $5,609+20.9% |
| Admin fee / account holder | $11 | $11,457-99.9% | $8,548-99.9% | $10,829-99.9% |