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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 | $373,211 | $160,070+133.2% | $147,117+153.7% | $145,897+155.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.42% | 98.69%-76.3pp | 420.54%-398.1pp | 552.29%-529.9pp |
| Employer contribution / active EE | $2,088 | $5,285-60.5% | $4,932-57.7% | $4,663-55.2% |
| Participant deferral / active EE | $13,085 | $8,419+55.4% | $8,065+62.2% | $6,689+95.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |