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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 | $416,725 | $115,810+259.8% | $101,271+311.5% | $158,966+162.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.16% | 56.15%-39.0pp | 46.48%-29.3pp | 302.95%-285.8pp |
| Employer contribution / active EE | $26,505 | $4,175+534.8% | $3,660+624.2% | $4,762+456.5% |
| Participant deferral / active EE | $14,144 | $4,958+185.3% | $4,371+223.6% | $5,983+136.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |