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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 | $358,555 | $104,924+241.7% | $84,623+323.7% | $152,885+134.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.14% | 373.82%-348.7pp | 258.77%-233.6pp | 345.39%-320.3pp |
| Employer contribution / active EE | $14,063 | $3,302+325.9% | $2,652+430.2% | $4,763+195.2% |
| Participant deferral / active EE | $0 | $4,689-100.0% | $3,899-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21 | $6,242-99.7% | $4,913-99.6% | $11,598-99.8% |