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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 | $327,235 | $162,529+101.3% | $130,788+150.2% | $154,746+111.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.26% | 510.48%-490.2pp | 386.44%-366.2pp | 172.34%-152.1pp |
| Employer contribution / active EE | $46,500 | $4,447+945.5% | $3,558+1206.9% | $4,379+961.9% |
| Participant deferral / active EE | $27,250 | $4,808+466.7% | $4,137+558.7% | $6,730+304.9% |
| Admin fee / account holder | $84 | $7,669-98.9% | $6,673-98.7% | $14,365-99.4% |