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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 | $1,228,104 | $148,582+726.5% | $135,942+803.4% | $139,456+780.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.47% | 79.26%-32.8pp | 68.28%-21.8pp | 373.45%-327.0pp |
| Employer contribution / active EE | $21,750 | $5,245+314.7% | $4,858+347.8% | $4,753+357.6% |
| Participant deferral / active EE | $22,500 | $8,101+177.7% | $7,759+190.0% | $6,711+235.3% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |