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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 | $336,474 | $176,105+91.1% | $159,474+111.0% | $167,536+100.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.60% | 331.91%-313.3pp | 263.68%-245.1pp | 478.82%-460.2pp |
| Employer contribution / active EE | $2,798 | $5,299-47.2% | $4,831-42.1% | $4,839-42.2% |
| Participant deferral / active EE | $19,155 | $7,751+147.1% | $7,353+160.5% | $6,342+202.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |