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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 | $421,046 | $227,597+85.0% | $189,575+122.1% | $167,536+151.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.23% | 78.44%-64.2pp | 64.19%-50.0pp | 478.82%-464.6pp |
| Employer contribution / active EE | $3,875 | $5,316-27.1% | $4,412-12.2% | $4,839-19.9% |
| Participant deferral / active EE | $10,770 | $7,002+53.8% | $6,174+74.4% | $6,342+69.8% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |