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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 | $279,924 | $72,426+286.5% | $67,560+314.3% | $145,897+91.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.87% | 7226.78%-7209.9pp | 3533.50%-3516.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $6,483 | $3,074+110.9% | $2,737+136.9% | $4,663+39.0% |
| Participant deferral / active EE | $27,954 | $4,785+484.2% | $4,004+598.1% | $6,689+317.9% |
| Admin fee / account holder | $22 | $5,514-99.6% | $3,994-99.5% | $13,390-99.8% |