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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 | $630,916 | $115,814+444.8% | $101,275+523.0% | $158,982+296.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.29% | 56.16%-38.9pp | 46.48%-29.2pp | 302.99%-285.7pp |
| Employer contribution / active EE | $12,947 | $4,176+210.1% | $3,660+253.7% | $4,763+171.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |