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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 | $472,036 | $88,702+432.2% | $81,780+477.2% | $145,978+223.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.84% | 1029.12%-1015.3pp | 776.27%-762.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $19,364 | $3,084+527.8% | $2,914+564.5% | $4,662+315.4% |
| Participant deferral / active EE | $24,856 | $4,645+435.1% | $4,321+475.3% | $6,690+271.6% |
| Admin fee / account holder | $1 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |