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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 | $493,689 | $102,595+381.2% | $94,057+424.9% | $154,746+219.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 19.86% | 583.42%-563.6pp | 480.62%-460.8pp | 172.34%-152.5pp |
| Employer contribution / active EE | $16,349 | $3,147+419.5% | $2,933+457.4% | $4,379+273.3% |
| Participant deferral / active EE | $23,500 | $5,118+359.1% | $4,709+399.0% | $6,730+249.2% |
| Admin fee / account holder | $73 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |