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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 | $332,682 | $160,070+107.8% | $147,117+126.1% | $145,897+128.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.05% | 98.69%-82.6pp | 420.54%-404.5pp | 552.29%-536.2pp |
| Employer contribution / active EE | $5,790 | $5,285+9.6% | $4,932+17.4% | $4,663+24.2% |
| Participant deferral / active EE | $14,286 | $8,419+69.7% | $8,065+77.1% | $6,689+113.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |