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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 | $768,364 | $160,059+380.1% | $140,019+448.8% | $135,379+467.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 8.30% | 911.44%-903.1pp | 651.15%-642.8pp | 519.79%-511.5pp |
| Employer contribution / active EE | $2,585 | $6,420-59.7% | $5,605-53.9% | $4,779-45.9% |
| Participant deferral / active EE | $3,180 | $7,641-58.4% | $6,927-54.1% | $5,609-43.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |