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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 | $357,345 | $169,361+111.0% | $129,397+176.2% | $145,877+145.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.80% | 14395.54%-14386.7pp | 9453.98%-9445.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $9,713 | $5,542+75.3% | $4,154+133.8% | $4,663+108.3% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,167+265.9% | $6,691+127.9% |
| Admin fee / account holder | $299 | $9,903-97.0% | $7,679-96.1% | $13,402-97.8% |