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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 | $379,242 | $68,097+456.9% | $62,929+502.7% | $137,256+176.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.23% | 1859.11%-1845.9pp | 1063.93%-1050.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $9,679 | $2,811+244.3% | $2,505+286.5% | $4,156+132.9% |
| Participant deferral / active EE | $6,523 | $4,553+43.3% | $3,888+67.8% | $6,407+1.8% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |