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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 | $472,221 | $211,239+123.5% | $178,528+164.5% | $145,877+223.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.69% | 30.22%-21.5pp | 27.11%-18.4pp | 551.28%-542.6pp |
| Employer contribution / active EE | $36,250 | $4,570+693.2% | $3,950+817.6% | $4,663+677.4% |
| Participant deferral / active EE | $25,000 | $6,963+259.1% | $6,278+298.2% | $6,691+273.7% |
| Admin fee / account holder | $20 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |