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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 | $435,720 | $137,414+217.1% | $189,545+129.9% | $85,851+407.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.63% | 38.14%-23.5pp | 555.36%-540.7pp | 318.63%-304.0pp |
| Employer contribution / active EE | $12,572 | $4,344+189.4% | $6,162+104.0% | $2,565+390.1% |
| Participant deferral / active EE | $16,612 | $6,260+165.4% | $8,220+102.1% | $3,952+320.3% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,049-100.0% | $6,261-100.0% |