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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 | $451,029 | $169,237+166.5% | $129,339+248.7% | $145,978+209.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.78% | 14364.43%-14352.7pp | 9437.05%-9425.3pp | 550.52%-538.7pp |
| Employer contribution / active EE | $46,750 | $5,540+743.8% | $4,154+1025.4% | $4,662+902.8% |
| Participant deferral / active EE | $26,000 | $4,991+420.9% | $4,170+523.5% | $6,690+288.7% |
| Admin fee / account holder | $214 | $9,882-97.8% | $7,668-97.2% | $13,400-98.4% |