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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 | $270,995 | $175,231+54.7% | $149,696+81.0% | $139,466+94.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.87% | 166.77%-151.9pp | 134.46%-119.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $10,055 | $5,478+83.6% | $4,821+108.6% | $4,754+111.5% |
| Participant deferral / active EE | $9,728 | $6,521+49.2% | $5,682+71.2% | $6,712+44.9% |
| Admin fee / account holder | $173 | $16,155-98.9% | $13,212-98.7% | $11,409-98.5% |