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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 | $293,595 | $183,592+59.9% | $155,574+88.7% | $145,877+101.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.14% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,660 | $5,317-68.8% | $4,676-64.5% | $4,663-64.4% |
| Participant deferral / active EE | $12,750 | $6,466+97.2% | $5,629+126.5% | $6,691+90.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |