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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 | $72,446+286.4% | $67,561+314.3% | $145,877+91.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.87% | 7211.98%-7195.1pp | 3525.44%-3508.6pp | 551.28%-534.4pp |
| Employer contribution / active EE | $6,483 | $3,072+111.0% | $2,735+137.0% | $4,663+39.0% |
| Participant deferral / active EE | $27,954 | $4,785+484.3% | $4,003+598.3% | $6,691+317.8% |
| Admin fee / account holder | $22 | $5,541-99.6% | $4,006-99.5% | $13,402-99.8% |