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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 | $370,933 | $160,040+131.8% | $147,096+152.2% | $145,877+154.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.51% | 98.49%-84.0pp | 419.75%-405.2pp | 551.28%-536.8pp |
| Employer contribution / active EE | $8,628 | $5,289+63.1% | $4,936+74.8% | $4,663+85.0% |
| Participant deferral / active EE | $16,998 | $8,429+101.7% | $8,071+110.6% | $6,691+154.1% |
| Admin fee / account holder | $31 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |