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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 | $263,880 | $90,691+191.0% | $76,119+246.7% | $145,884+80.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.92% | 624.52%-610.6pp | 361.25%-347.3pp | 551.85%-537.9pp |
| Employer contribution / active EE | $53,551 | $3,329+1508.7% | $2,693+1888.8% | $4,662+1048.6% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $138 | $8,383-98.4% | $6,421-97.9% | $13,392-99.0% |