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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 | $157,270+274.5% | $141,173+317.2% | $152,870+285.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.00% | 64.33%-39.3pp | 71.40%-46.4pp | 345.34%-320.3pp |
| Employer contribution / active EE | $37,203 | $5,261+607.1% | $4,735+685.6% | $4,763+681.1% |
| Participant deferral / active EE | $19,203 | $7,110+170.1% | $6,710+186.2% | $5,850+228.2% |
| Admin fee / account holder | $5 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |