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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 | $824,759 | $125,237+558.6% | $105,608+681.0% | $145,877+465.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.28% | 225.76%-207.5pp | 116.50%-98.2pp | 551.28%-533.0pp |
| Employer contribution / active EE | $3,308 | $3,720-11.1% | $3,167+4.5% | $4,663-29.1% |
| Participant deferral / active EE | $16,500 | $5,711+188.9% | $5,010+229.4% | $6,691+146.6% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |