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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 | $279,251 | $183,592+52.1% | $155,567+79.5% | $145,959+91.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.72% | 61.24%-36.5pp | 64.74%-40.0pp | 561.95%-537.2pp |
| Employer contribution / active EE | $12,232 | $5,315+130.1% | $4,674+161.7% | $4,661+162.4% |
| Participant deferral / active EE | $10,982 | $6,464+69.9% | $5,628+95.1% | $6,689+64.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |