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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 | $645,683 | $88,815+627.0% | $81,882+688.6% | $145,897+342.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.77% | 1033.75%-1021.0pp | 779.47%-766.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $20,111 | $3,086+551.6% | $2,916+589.7% | $4,663+331.3% |
| Participant deferral / active EE | $30,500 | $4,647+556.3% | $4,323+605.5% | $6,689+356.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |