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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 | $588,633 | $67,823+767.9% | $52,425+1022.8% | $137,256+328.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 31.83% | 219.11%-187.3pp | 302.12%-270.3pp | 220.34%-188.5pp |
| Employer contribution / active EE | $688 | $1,163-40.8% | $914-24.7% | $4,156-83.4% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |