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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 | $875,467 | $160,028+447.1% | $147,080+495.2% | $145,884+500.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.81% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.0pp |
| Employer contribution / active EE | $23,187 | $5,286+338.7% | $4,933+370.0% | $4,662+397.3% |
| Participant deferral / active EE | $30,375 | $8,422+260.7% | $8,066+276.6% | $6,690+354.1% |
| Admin fee / account holder | $18 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |