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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 | $368,898 | $88,702+315.9% | $81,780+351.1% | $145,978+152.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.31% | 1029.12%-1018.8pp | 776.27%-766.0pp | 550.52%-540.2pp |
| Employer contribution / active EE | $15,997 | $3,084+418.6% | $2,914+449.0% | $4,662+243.1% |
| Participant deferral / active EE | $22,775 | $4,645+390.3% | $4,321+427.1% | $6,690+240.5% |
| Admin fee / account holder | $60 | $8,414-99.3% | $7,384-99.2% | $13,400-99.6% |