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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 | $331,257 | $175,231+89.0% | $149,696+121.3% | $139,466+137.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.78% | 166.77%-145.0pp | 134.46%-112.7pp | 373.66%-351.9pp |
| Employer contribution / active EE | $6,691 | $5,478+22.1% | $4,821+38.8% | $4,754+40.7% |
| Participant deferral / active EE | $7,391 | $6,521+13.3% | $5,682+30.1% | $6,712+10.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |