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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 | $727,660 | $162,529+347.7% | $130,788+456.4% | $154,746+370.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.41% | 510.48%-497.1pp | 386.44%-373.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $37,204 | $4,447+736.5% | $3,558+945.7% | $4,379+749.6% |
| Participant deferral / active EE | $21,967 | $4,808+356.8% | $4,137+431.0% | $6,730+226.4% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |