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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 | $351,631 | $202,345+73.8% | $172,755+103.5% | $152,885+130.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.06% | 1029.77%-1003.7pp | 802.94%-776.9pp | 345.39%-319.3pp |
| Employer contribution / active EE | $10,822 | $5,858+84.7% | $5,144+110.4% | $4,763+127.2% |
| Participant deferral / active EE | $5,725 | $5,948-3.8% | $5,198+10.1% | $5,851-2.2% |
| Admin fee / account holder | $37 | $17,111-99.8% | $13,955-99.7% | $11,598-99.7% |