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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 | $747,649 | $88,815+741.8% | $81,882+813.1% | $145,897+412.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.13% | 1033.75%-1022.6pp | 779.47%-768.3pp | 552.29%-541.2pp |
| Employer contribution / active EE | $20,103 | $3,086+551.4% | $2,916+589.4% | $4,663+331.2% |
| Participant deferral / active EE | $13,864 | $4,647+198.3% | $4,323+220.7% | $6,689+107.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |