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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 | $870,106 | $148,582+485.6% | $135,942+540.1% | $139,456+523.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.56% | 79.26%-63.7pp | 68.28%-52.7pp | 373.45%-357.9pp |
| Employer contribution / active EE | $29,250 | $5,245+457.7% | $4,858+502.2% | $4,753+515.4% |
| Participant deferral / active EE | $26,250 | $8,101+224.0% | $7,759+238.3% | $6,711+291.1% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |