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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 | $274,597 | $109,904+149.9% | $97,167+182.6% | $145,959+88.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.18% | 243.43%-229.3pp | 75.27%-61.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,000 | $4,676+71.1% | $4,264+87.6% | $6,689+19.6% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |