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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 | $484,116 | $84,149+475.3% | $76,080+536.3% | $167,536+189.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 15.19% | 54.99%-39.8pp | 42.50%-27.3pp | 478.82%-463.6pp |
| Employer contribution / active EE | $8,637 | $4,618+87.0% | $3,962+118.0% | $4,839+78.5% |
| Participant deferral / active EE | $25,000 | $5,796+331.3% | $4,905+409.7% | $6,342+294.2% |
| Admin fee / account holder | $0 | $6,410-100.0% | $4,883-100.0% | $12,315-100.0% |