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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 | $960,559 | $124,351+672.5% | $109,188+779.7% | $167,553+473.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.31% | 26.04%-8.7pp | 25.76%-8.4pp | 478.89%-461.6pp |
| Employer contribution / active EE | $21,128 | $4,210+401.9% | $3,723+467.5% | $4,840+336.6% |
| Participant deferral / active EE | $14,300 | $5,257+172.0% | $4,654+207.3% | $6,343+125.5% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |