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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 | $617,433 | $88,754+595.7% | $81,820+654.6% | $145,877+323.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.05% | 1031.77%-1014.7pp | 777.93%-760.9pp | 551.28%-534.2pp |
| Employer contribution / active EE | $6,820 | $3,085+121.0% | $2,915+134.0% | $4,663+46.3% |
| Participant deferral / active EE | $22,238 | $4,648+378.5% | $4,323+414.4% | $6,691+232.4% |
| Admin fee / account holder | $25 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |