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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 | $282,575 | $96,691+192.2% | $86,656+226.1% | $139,487+102.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.00% | 106.87%-95.9pp | 593.09%-582.1pp | 373.84%-362.8pp |
| Employer contribution / active EE | $4,958 | $3,267+51.8% | $3,025+63.9% | $4,755+4.3% |
| Participant deferral / active EE | $27,200 | $4,838+462.2% | $4,439+512.7% | $6,713+305.2% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |