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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 | $373,836 | $88,778+321.1% | $81,844+356.8% | $145,884+156.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.83% | 1033.03%-1022.2pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $22,025 | $3,087+613.5% | $2,916+655.2% | $4,662+372.4% |
| Participant deferral / active EE | $16,786 | $4,648+261.1% | $4,323+288.2% | $6,690+150.9% |
| Admin fee / account holder | $3 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |