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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 | $365,656 | $159,978+128.6% | $147,041+148.7% | $145,978+150.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.93% | 98.36%-80.4pp | 419.21%-401.3pp | 550.52%-532.6pp |
| Employer contribution / active EE | $24,953 | $5,288+371.9% | $4,935+405.6% | $4,662+435.3% |
| Participant deferral / active EE | $16,953 | $8,429+101.1% | $8,071+110.1% | $6,690+153.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |