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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 | $750,744 | $165,399+353.9% | $149,745+401.3% | $158,982+372.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 72.83% | 348.34%-275.5pp | 276.72%-203.9pp | 302.99%-230.2pp |
| Employer contribution / active EE | $12,036 | $5,105+135.8% | $4,646+159.1% | $4,763+152.7% |
| Participant deferral / active EE | $7,408 | $7,183+3.1% | $6,843+8.3% | $5,983+23.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |