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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 | $277,533 | $88,702+212.9% | $81,780+239.4% | $145,978+90.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.09% | 1029.12%-1015.0pp | 776.27%-762.2pp | 550.52%-536.4pp |
| Employer contribution / active EE | $16,023 | $3,084+419.5% | $2,914+449.9% | $4,662+243.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |