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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 | $263,084 | $70,366+273.9% | $66,674+294.6% | $138,895+89.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.49% | 386.41%-372.9pp | 321.24%-307.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $23,500 | $2,765+749.9% | $2,620+796.9% | $4,194+460.3% |
| Participant deferral / active EE | $28,891 | $4,374+560.5% | $4,084+607.4% | $6,396+351.7% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |