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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 | $307,290 | $226,090+35.9% | $182,531+68.3% | $152,885+101.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.30% | 192.57%-167.3pp | 148.57%-123.3pp | 345.39%-320.1pp |
| Employer contribution / active EE | $20,717 | $4,978+316.2% | $4,075+408.3% | $4,763+334.9% |
| Participant deferral / active EE | $9,500 | $6,369+49.2% | $5,525+71.9% | $5,851+62.4% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |