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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 | $281,550 | $99,079+184.2% | $78,002+261.0% | $273,972+2.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.99% | 217.93%-214.9pp | 425.99%-423.0pp | 41.46%-38.5pp |
| Employer contribution / active EE | $18,608 | $3,308+462.6% | $2,470+653.3% | $4,869+282.2% |
| Participant deferral / active EE | $10,800 | $4,306+150.8% | $3,497+208.8% | $5,287+104.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |