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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 | $287,086 | $96,678+197.0% | $86,640+231.4% | $139,466+105.8% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 19.19% | 106.69%-87.5pp | 592.52%-573.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $6,293 | $3,265+92.7% | $3,024+108.1% | $4,754+32.4% |
| Participant deferral / active EE | $14,472 | $4,837+199.2% | $4,438+226.1% | $6,712+115.6% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |