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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 | $458,015 | $125,778+264.1% | $114,563+299.8% | $154,746+196.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 13.20% | 295.14%-281.9pp | 241.09%-227.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $22,580 | $2,806+704.7% | $2,592+771.1% | $4,379+415.6% |
| Participant deferral / active EE | $10,800 | $4,445+143.0% | $4,142+160.7% | $6,730+60.5% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |