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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 | $517,316 | $114,119+353.3% | $107,187+382.6% | $138,895+272.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.47% | 273.21%-258.7pp | 204.55%-190.1pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,778 | $4,059-31.6% | $3,782-26.6% | $4,194-33.8% |
| Participant deferral / active EE | $4,222 | $5,538-23.8% | $5,096-17.1% | $6,396-34.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |