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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 | $512,514 | $209,422+144.7% | $178,503+187.1% | $158,982+222.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.82% | 188.81%-169.0pp | 151.12%-131.3pp | 302.99%-283.2pp |
| Employer contribution / active EE | $16,369 | $5,707+186.8% | $5,011+226.6% | $4,763+243.7% |
| Participant deferral / active EE | $17,727 | $5,955+197.7% | $5,202+240.8% | $5,983+196.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |