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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 | $597,506 | $152,587+291.6% | $125,175+377.3% | $152,870+290.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.25% | 54.84%-38.6pp | 43.79%-27.5pp | 345.34%-329.1pp |
| Employer contribution / active EE | $4,653 | $4,946-5.9% | $3,865+20.4% | $4,763-2.3% |
| Participant deferral / active EE | $10,500 | $5,868+78.9% | $4,937+112.7% | $5,850+79.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |