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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 | $328,582 | $157,276+108.9% | $141,177+132.7% | $152,885+114.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.83% | 64.33%-37.5pp | 71.40%-44.6pp | 345.39%-318.6pp |
| Employer contribution / active EE | $9,480 | $5,262+80.2% | $4,736+100.2% | $4,763+99.0% |
| Participant deferral / active EE | $19,738 | $7,110+177.6% | $6,710+194.2% | $5,851+237.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |