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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 | $406,180 | $149,040+172.5% | $120,225+237.9% | $137,256+195.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.61% | 605.68%-595.1pp | 439.23%-428.6pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,893 | $4,350-33.5% | $3,475-16.8% | $4,156-30.4% |
| Participant deferral / active EE | $8,950 | $4,655+92.3% | $3,999+123.8% | $6,407+39.7% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |