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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 | $903,750 | $185,905+386.1% | $170,057+431.4% | $139,487+547.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.48% | 60.56%-39.1pp | 53.42%-31.9pp | 373.84%-352.4pp |
| Employer contribution / active EE | $18,142 | $7,597+138.8% | $6,790+167.2% | $4,755+281.6% |
| Participant deferral / active EE | $17,425 | $11,627+49.9% | $10,411+67.4% | $6,713+159.6% |
| Admin fee / account holder | $59 | $15,397-99.6% | $12,826-99.5% | $11,407-99.5% |