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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 | $280,952 | $159,978+75.6% | $147,041+91.1% | $145,978+92.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 21.05% | 98.36%-77.3pp | 419.21%-398.2pp | 550.52%-529.5pp |
| Employer contribution / active EE | $21,876 | $5,288+313.7% | $4,935+343.3% | $4,662+369.3% |
| Participant deferral / active EE | $16,480 | $8,429+95.5% | $8,071+104.2% | $6,690+146.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |