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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 | $491,613 | $184,000+167.2% | $162,185+203.1% | $152,909+221.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.35% | 150.80%-129.4pp | 115.61%-94.3pp | 345.46%-324.1pp |
| Employer contribution / active EE | $22,271 | $6,370+249.6% | $5,613+296.8% | $4,764+367.5% |
| Participant deferral / active EE | $14,881 | $8,033+85.3% | $7,297+103.9% | $5,851+154.3% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |