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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 | $551,326 | $169,161+225.9% | $129,295+326.4% | $145,959+277.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.03% | 14348.07%-14323.0pp | 9429.28%-9404.3pp | 561.95%-536.9pp |
| Employer contribution / active EE | $1,712 | $5,543-69.1% | $4,157-58.8% | $4,661-63.3% |
| Participant deferral / active EE | $2,947 | $4,989-40.9% | $4,169-29.3% | $6,689-55.9% |
| Admin fee / account holder | $20 | $9,878-99.8% | $7,665-99.7% | $13,398-99.9% |