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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 | $670,253 | $92,743+622.7% | $82,744+710.0% | $134,532+398.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.60% | 946.63%-945.0pp | 702.22%-700.6pp | 418.27%-416.7pp |
| Employer contribution / active EE | $40,470 | $3,273+1136.6% | $3,008+1245.4% | $4,741+753.6% |
| Participant deferral / active EE | $27,000 | $4,802+462.3% | $4,395+514.4% | $6,401+321.8% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |