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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 | $282,503 | $183,988+53.5% | $162,177+74.2% | $152,897+84.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.78% | 150.79%-130.0pp | 115.60%-94.8pp | 345.43%-324.6pp |
| Employer contribution / active EE | $3,246 | $6,370-49.0% | $5,613-42.2% | $4,764-31.9% |
| Participant deferral / active EE | $7,974 | $8,032-0.7% | $7,297+9.3% | $5,851+36.3% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |