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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 | $262,295 | $169,361+54.9% | $129,397+102.7% | $145,877+79.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.15% | 14395.54%-14373.4pp | 9453.98%-9431.8pp | 551.28%-529.1pp |
| Employer contribution / active EE | $6,463 | $5,542+16.6% | $4,154+55.6% | $4,663+38.6% |
| Participant deferral / active EE | $13,194 | $4,987+164.5% | $4,167+216.6% | $6,691+97.2% |
| Admin fee / account holder | $194 | $9,903-98.0% | $7,679-97.5% | $13,402-98.6% |