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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 | $864,995 | $141,004+513.5% | $112,273+670.4% | $139,466+520.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 29.99% | 32.75%-2.8pp | 30.23%-0.2pp | 373.66%-343.7pp |
| Employer contribution / active EE | $24,300 | $4,285+467.1% | $3,431+608.2% | $4,754+411.2% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |