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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 | $596,383 | $160,070+272.6% | $147,117+305.4% | $145,897+308.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.32% | 98.69%-82.4pp | 420.54%-404.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $9,576 | $5,285+81.2% | $4,932+94.1% | $4,663+105.4% |
| Participant deferral / active EE | $23,253 | $8,419+176.2% | $8,065+188.3% | $6,689+247.6% |
| Admin fee / account holder | $33 | $15,035-99.8% | $12,993-99.7% | $13,390-99.8% |