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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 | $652,041 | $160,070+307.3% | $147,117+343.2% | $145,897+346.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 224.73% | 98.69%+126.0pp | 420.54%-195.8pp | 552.29%-327.6pp |
| Employer contribution / active EE | $5,042 | $5,285-4.6% | $4,932+2.2% | $4,663+8.1% |
| Participant deferral / active EE | $6,115 | $8,419-27.4% | $8,065-24.2% | $6,689-8.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |