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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 | $684,094 | $185,883+268.0% | $170,043+302.3% | $139,466+390.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.95% | 60.54%-32.6pp | 53.40%-25.5pp | 373.66%-345.7pp |
| Employer contribution / active EE | $2,271 | $7,596-70.1% | $6,790-66.5% | $4,754-52.2% |
| Participant deferral / active EE | $21,019 | $11,626+80.8% | $10,410+101.9% | $6,712+213.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |