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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 | $777,497 | $217,427+257.6% | $185,837+318.4% | $167,518+364.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.28% | 148.39%-122.1pp | 122.08%-95.8pp | 478.71%-452.4pp |
| Employer contribution / active EE | $15,750 | $5,874+168.1% | $5,168+204.8% | $4,838+225.5% |
| Participant deferral / active EE | $13,875 | $6,357+118.3% | $5,568+149.2% | $6,342+118.8% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |