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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 | $323,785 | $96,691+234.9% | $86,656+273.6% | $139,487+132.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.75% | 106.87%-91.1pp | 593.09%-577.3pp | 373.84%-358.1pp |
| Employer contribution / active EE | $2,640 | $3,267-19.2% | $3,025-12.7% | $4,755-44.5% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |