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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 | $278,928 | $72,071+287.0% | $68,368+308.0% | $137,256+103.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.07% | 353.14%-337.1pp | 292.57%-276.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $8,525 | $2,788+205.8% | $2,649+221.8% | $4,156+105.1% |
| Participant deferral / active EE | $11,500 | $4,410+160.8% | $4,123+178.9% | $6,407+79.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |