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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 | $358,562 | $125,190+186.4% | $105,624+239.5% | $145,897+145.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.58% | 225.22%-216.6pp | 116.20%-107.6pp | 552.29%-543.7pp |
| Employer contribution / active EE | $15,208 | $3,720+308.8% | $3,168+380.1% | $4,663+226.2% |
| Participant deferral / active EE | $17,175 | $5,716+200.5% | $5,013+242.6% | $6,689+156.8% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |