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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 | $294,785 | $160,040+84.2% | $147,096+100.4% | $145,877+102.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.70% | 98.49%-87.8pp | 419.75%-409.0pp | 551.28%-540.6pp |
| Employer contribution / active EE | $4,757 | $5,289-10.1% | $4,936-3.6% | $4,663+2.0% |
| Participant deferral / active EE | $8,630 | $8,429+2.4% | $8,071+6.9% | $6,691+29.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |