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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 | $6,317,248 | $227,633+2675.2% | $189,597+3231.9% | $167,553+3670.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 30.04% | 78.45%-48.4pp | 64.20%-34.2pp | 478.89%-448.9pp |
| Employer contribution / active EE | $25,667 | $5,317+382.7% | $4,412+481.7% | $4,840+430.3% |
| Participant deferral / active EE | $17,333 | $7,003+147.5% | $6,174+180.8% | $6,343+173.3% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |