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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 | $322,645 | $100,895+219.8% | $90,430+256.8% | $158,950+103.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.11% | 1725.54%-1714.4pp | 1293.73%-1282.6pp | 302.91%-291.8pp |
| Employer contribution / active EE | $5,257 | $3,689+42.5% | $3,262+61.2% | $4,762+10.4% |
| Participant deferral / active EE | $11,042 | $4,347+154.0% | $3,963+178.6% | $5,983+84.6% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |