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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 | $728,451 | $160,059+355.1% | $140,019+420.3% | $135,379+438.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 7.13% | 911.44%-904.3pp | 651.15%-644.0pp | 519.79%-512.7pp |
| Employer contribution / active EE | $27,879 | $6,420+334.3% | $5,605+397.4% | $4,779+483.4% |
| Participant deferral / active EE | $16,937 | $7,641+121.7% | $6,927+144.5% | $5,609+202.0% |
| Admin fee / account holder | $108 | $13,328-99.2% | $10,705-99.0% | $10,828-99.0% |