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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 | $282,081 | $185,883+51.8% | $170,043+65.9% | $139,466+102.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.95% | 60.54%-42.6pp | 53.40%-35.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $28,387 | $7,596+273.7% | $6,790+318.1% | $4,754+497.1% |
| Participant deferral / active EE | $15,684 | $11,626+34.9% | $10,410+50.7% | $6,712+133.7% |
| Admin fee / account holder | $166 | $15,393-98.9% | $12,824-98.7% | $11,409-98.5% |