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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 | $256,436 | $175,231+46.3% | $149,696+71.3% | $139,466+83.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.94% | 166.77%-148.8pp | 134.46%-116.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $34,049 | $5,478+521.6% | $4,821+606.3% | $4,754+616.2% |
| Participant deferral / active EE | $27,500 | $6,521+321.7% | $5,682+384.0% | $6,712+309.7% |
| Admin fee / account holder | $150 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |