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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 | $472,102 | $97,732+383.1% | $83,831+463.2% | $135,380+248.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 25.17% | 1287.56%-1262.4pp | 850.99%-825.8pp | 519.81%-494.6pp |
| Employer contribution / active EE | $35,904 | $4,222+750.4% | $3,631+888.8% | $4,779+651.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $141 | $6,675-97.9% | $5,479-97.4% | $10,828-98.7% |