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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 | $461,877 | $202,342+128.3% | $172,753+167.4% | $152,909+202.1% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 22.85% | 1029.88%-1007.0pp | 803.00%-780.2pp | 345.46%-322.6pp |
| Employer contribution / active EE | $12,692 | $5,857+116.7% | $5,144+146.7% | $4,764+166.4% |
| Participant deferral / active EE | $19,408 | $5,948+226.3% | $5,198+273.4% | $5,851+231.7% |
| Admin fee / account holder | $65 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |