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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 | $588,998 | $157,304+274.4% | $141,197+317.1% | $152,909+285.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.00% | 64.34%-39.3pp | 71.41%-46.4pp | 345.46%-320.5pp |
| Employer contribution / active EE | $37,203 | $5,263+606.9% | $4,736+685.5% | $4,764+680.9% |
| Participant deferral / active EE | $19,203 | $7,111+170.0% | $6,710+186.2% | $5,851+228.2% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |