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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 | $185,830+386.3% | $170,004+431.6% | $139,427+548.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.48% | 60.52%-39.0pp | 53.39%-31.9pp | 373.27%-351.8pp |
| Employer contribution / active EE | $18,142 | $7,591+139.0% | $6,786+167.3% | $4,752+281.8% |
| Participant deferral / active EE | $17,425 | $11,622+49.9% | $10,408+67.4% | $6,711+159.7% |
| Admin fee / account holder | $59 | $15,381-99.6% | $12,816-99.5% | $11,404-99.5% |