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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 | $980,520 | $111,535+779.1% | $105,223+831.8% | $137,256+614.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.60% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $26,500 | $3,939+572.7% | $3,689+618.4% | $4,156+537.6% |
| Participant deferral / active EE | $11,750 | $5,500+113.6% | $5,072+131.7% | $6,407+83.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |