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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 | $897,000 | $138,076+549.6% | $123,553+626.0% | $135,380+562.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.16% | 153.70%-146.5pp | 119.21%-112.0pp | 519.81%-512.6pp |
| Employer contribution / active EE | $24,153 | $5,152+368.8% | $4,628+421.9% | $4,779+405.4% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $83 | $10,917-99.2% | $9,284-99.1% | $10,828-99.2% |