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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 | $293,719 | $183,539+60.0% | $155,556+88.8% | $145,897+101.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.62% | 61.31%-46.7pp | 64.84%-50.2pp | 552.29%-537.7pp |
| Employer contribution / active EE | $15,243 | $5,315+186.8% | $4,675+226.0% | $4,663+226.9% |
| Participant deferral / active EE | $23,444 | $6,467+262.5% | $5,631+316.4% | $6,689+250.5% |
| Admin fee / account holder | $276 | $19,275-98.6% | $15,885-98.3% | $13,390-97.9% |