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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 | $286,645 | $88,702+223.2% | $81,780+250.5% | $145,978+96.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.73% | 1029.12%-1011.4pp | 776.27%-758.5pp | 550.52%-532.8pp |
| Employer contribution / active EE | $7,000 | $3,084+127.0% | $2,914+140.2% | $4,662+50.2% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |