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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 | $324,672 | $226,090+43.6% | $182,531+77.9% | $152,885+112.4% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.5%+9.2pp |
| Annual return | 15.85% | 192.57%-176.7pp | 148.57%-132.7pp | 345.39%-329.5pp |
| Employer contribution / active EE | $16,691 | $4,978+235.3% | $4,075+309.6% | $4,763+250.4% |
| Participant deferral / active EE | $15,793 | $6,369+148.0% | $5,525+185.8% | $5,851+169.9% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |