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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 | $389,101 | $209,874+85.4% | $189,537+105.3% | $167,536+132.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.59% | 748.61%-718.0pp | 555.34%-524.7pp | 478.82%-448.2pp |
| Employer contribution / active EE | $55,000 | $6,913+695.6% | $6,161+792.7% | $4,839+1036.6% |
| Participant deferral / active EE | $26,000 | $8,934+191.0% | $8,220+216.3% | $6,342+309.9% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |