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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 | $463,683 | $107,363+331.9% | $92,909+399.1% | $152,897+203.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.38% | 145.63%-128.2pp | 109.44%-92.1pp | 345.43%-328.0pp |
| Employer contribution / active EE | $40,000 | $4,222+847.4% | $3,653+994.9% | $4,764+739.7% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50 | $7,082-99.3% | $5,795-99.1% | $11,599-99.6% |