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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 | $475,622 | $180,749+163.1% | $160,784+195.8% | $137,256+246.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.29% | 2234.46%-2219.2pp | 1803.92%-1788.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $11,152 | $4,155+168.4% | $3,733+198.8% | $4,156+168.3% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $200 | $10,397-98.1% | $9,717-97.9% | $12,270-98.4% |