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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 | $884,614 | $157,829+460.5% | $136,867+546.3% | $198,609+345.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.85% | 51.25%-36.4pp | 42.97%-28.1pp | 202.70%-187.9pp |
| Employer contribution / active EE | $31,442 | $3,923+701.5% | $3,547+786.5% | $5,055+521.9% |
| Participant deferral / active EE | $17,485 | $5,463+220.1% | $4,924+255.1% | $6,977+150.6% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |