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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 | $514,831 | $183,592+180.4% | $155,574+230.9% | $145,877+252.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $20,599 | $5,317+287.4% | $4,676+340.6% | $4,663+341.8% |
| Participant deferral / active EE | $1,922 | $6,466-70.3% | $5,629-65.9% | $6,691-71.3% |
| Admin fee / account holder | $67 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |