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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 | $379,792 | $180,749+110.1% | $160,784+136.2% | $137,256+176.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.07% | 2234.46%-2223.4pp | 1803.92%-1792.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $15,000 | $4,155+261.0% | $3,733+301.8% | $4,156+260.9% |
| Participant deferral / active EE | $30,000 | $6,844+338.3% | $6,293+376.7% | $6,407+368.3% |
| Admin fee / account holder | $210 | $10,397-98.0% | $9,717-97.8% | $12,270-98.3% |