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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 | $663,218 | $175,257+278.4% | $149,717+343.0% | $139,456+375.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.51% | 166.70%-128.2pp | 134.41%-95.9pp | 373.45%-334.9pp |
| Employer contribution / active EE | $45,000 | $5,477+721.7% | $4,820+833.7% | $4,753+846.8% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |