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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 | $407,489 | $184,000+121.5% | $162,185+151.3% | $152,909+166.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.01% | 150.80%-126.8pp | 115.61%-91.6pp | 345.46%-321.5pp |
| Employer contribution / active EE | $16,500 | $6,370+159.0% | $5,613+193.9% | $4,764+246.4% |
| Participant deferral / active EE | $19,000 | $8,033+136.5% | $7,297+160.4% | $5,851+224.7% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |