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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 | $822,692 | $149,040+452.0% | $120,225+584.3% | $137,256+499.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.10% | 605.68%-585.6pp | 439.23%-419.1pp | 220.34%-200.2pp |
| Employer contribution / active EE | $32,120 | $4,350+638.4% | $3,475+824.2% | $4,156+672.9% |
| Participant deferral / active EE | $17,288 | $4,655+271.4% | $3,999+332.3% | $6,407+169.8% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |