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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 | $387,084 | $70,366+450.1% | $66,674+480.6% | $138,895+178.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.01% | 386.41%-372.4pp | 321.24%-307.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $31,018 | $2,765+1021.8% | $2,620+1083.9% | $4,194+639.5% |
| Participant deferral / active EE | $14,893 | $4,374+240.5% | $4,084+264.7% | $6,396+132.8% |
| Admin fee / account holder | $73 | $5,262-98.6% | $5,098-98.6% | $12,562-99.4% |