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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 | $302,275 | $134,817+124.2% | $123,973+143.8% | $155,188+94.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.47% | 515.49%-505.0pp | 388.13%-377.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $13,640 | $4,425+208.2% | $4,126+230.6% | $4,248+221.1% |
| Participant deferral / active EE | $8,000 | $5,706+40.2% | $5,247+52.5% | $6,531+22.5% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |