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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 | $665,031 | $110,093+504.1% | $97,295+583.5% | $145,897+355.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 27.70% | 244.76%-217.1pp | 75.62%-47.9pp | 552.29%-524.6pp |
| Employer contribution / active EE | $21,041 | $3,077+583.8% | $2,723+672.8% | $4,663+351.3% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |