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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 | $319,243 | $88,710+259.9% | $81,783+290.4% | $145,959+118.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.6pp | 80.3%+10.6pp |
| Annual return | 10.77% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $4,716 | $3,083+52.9% | $2,913+61.9% | $4,661+1.2% |
| Participant deferral / active EE | $11,886 | $4,645+155.9% | $4,320+175.1% | $6,689+77.7% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |