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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 | $252,911 | $70,366+259.4% | $66,674+279.3% | $138,895+82.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.30% | 386.41%-370.1pp | 321.24%-304.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $12,517 | $2,765+352.7% | $2,620+377.7% | $4,194+198.4% |
| Participant deferral / active EE | $9,982 | $4,374+128.2% | $4,084+144.4% | $6,396+56.1% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |