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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 | $383,644 | $99,079+287.2% | $78,002+391.8% | $273,972+40.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.27% | 217.93%-211.7pp | 425.99%-419.7pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,399 | $3,308+2.7% | $2,470+37.6% | $4,869-30.2% |
| Participant deferral / active EE | $2,824 | $4,306-34.4% | $3,497-19.2% | $5,287-46.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |