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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 | $360,674 | $148,623+142.7% | $135,974+165.3% | $139,466+158.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.58% | 79.30%-36.7pp | 68.30%-25.7pp | 373.66%-331.1pp |
| Employer contribution / active EE | $8,005 | $5,246+52.6% | $4,859+64.7% | $4,754+68.4% |
| Participant deferral / active EE | $20,750 | $8,103+156.1% | $7,760+167.4% | $6,712+209.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |