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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 | $337,261 | $176,688+90.9% | $130,660+158.1% | $152,897+120.6% |
| Participation rate | 86.7% | 79.0%+7.7pp | 71.7%+14.9pp | 82.5%+4.2pp |
| Annual return | 25.53% | 2693.08%-2667.6pp | 1709.29%-1683.8pp | 345.43%-319.9pp |
| Employer contribution / active EE | $11,693 | $5,743+103.6% | $4,092+185.7% | $4,764+145.5% |
| Participant deferral / active EE | $12,321 | $4,362+182.5% | $3,603+242.0% | $5,851+110.6% |
| Admin fee / account holder | $6 | $7,131-99.9% | $5,463-99.9% | $11,599-100.0% |