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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 | $262,798 | $107,363+144.8% | $92,909+182.9% | $152,897+71.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.98% | 145.63%-127.6pp | 109.44%-91.5pp | 345.43%-327.4pp |
| Employer contribution / active EE | $15,077 | $4,222+257.1% | $3,653+312.7% | $4,764+216.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |