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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 | $563,302 | $185,883+203.0% | $170,043+231.3% | $139,466+303.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 73.61% | 60.54%+13.1pp | 53.40%+20.2pp | 373.66%-300.1pp |
| Employer contribution / active EE | $8,202 | $7,596+8.0% | $6,790+20.8% | $4,754+72.5% |
| Participant deferral / active EE | $29,333 | $11,626+152.3% | $10,410+181.8% | $6,712+337.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |