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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 | $354,428 | $73,546+381.9% | $63,018+462.4% | $147,586+140.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.08% | 175.56%-160.5pp | 87.62%-72.5pp | 578.59%-563.5pp |
| Employer contribution / active EE | $5,630 | $3,324+69.4% | $2,761+103.9% | $4,876+15.4% |
| Participant deferral / active EE | $13,500 | $4,185+222.6% | $3,330+305.5% | $5,439+148.2% |
| Admin fee / account holder | $8 | $5,956-99.9% | $3,601-99.8% | $10,886-99.9% |