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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 | $316,996 | $138,076+129.6% | $123,553+156.6% | $135,380+134.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 24.54% | 153.70%-129.2pp | 119.21%-94.7pp | 519.81%-495.3pp |
| Employer contribution / active EE | $11,375 | $5,152+120.8% | $4,628+145.8% | $4,779+138.0% |
| Participant deferral / active EE | $6,125 | $6,800-9.9% | $6,426-4.7% | $5,609+9.2% |
| Admin fee / account holder | $19 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |