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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 | $313,575 | $95,979+226.7% | $74,551+320.6% | $135,380+131.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 15.52% | 56.97%-41.5pp | 32.53%-17.0pp | 519.81%-504.3pp |
| Employer contribution / active EE | $19,065 | $2,716+601.9% | $1,961+872.2% | $4,779+299.0% |
| Participant deferral / active EE | $5,720 | $3,844+48.8% | $3,108+84.0% | $5,609+2.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |