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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 | $297,797 | $225,673+32.0% | $203,872+46.1% | $155,188+91.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 14.64% | 95.91%-81.3pp | 85.11%-70.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $12,817 | $4,099+212.7% | $3,757+241.1% | $4,248+201.7% |
| Participant deferral / active EE | $14,406 | $6,893+109.0% | $6,388+125.5% | $6,531+120.6% |
| Admin fee / account holder | $239 | $12,327-98.1% | $11,730-98.0% | $14,480-98.4% |