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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 | $268,930 | $173,526+55.0% | $136,072+97.6% | $145,884+84.3% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.4%+14.5pp | 80.3%+10.6pp |
| Annual return | 18.63% | 1167.12%-1148.5pp | 580.46%-561.8pp | 551.85%-533.2pp |
| Employer contribution / active EE | $5,522 | $5,285+4.5% | $4,216+31.0% | $4,662+18.4% |
| Participant deferral / active EE | $16,502 | $8,711+89.4% | $7,028+134.8% | $6,690+146.7% |
| Admin fee / account holder | $0 | $9,665-100.0% | $6,718-100.0% | $13,392-100.0% |