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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 | $582,737 | $114,093+410.8% | $96,171+505.9% | $167,536+247.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.18% | 190.00%-178.8pp | 192.04%-180.9pp | 478.82%-467.6pp |
| Employer contribution / active EE | $25,667 | $3,429+648.4% | $2,799+817.1% | $4,839+430.4% |
| Participant deferral / active EE | $17,333 | $5,197+233.6% | $4,350+298.5% | $6,342+173.3% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |