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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 | $1,333,439 | $155,833+755.7% | $124,693+969.4% | $167,536+695.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 24.31% | 17.98%+6.3pp | 5144.19%-5119.9pp | 478.82%-454.5pp |
| Employer contribution / active EE | $7,936 | $4,164+90.6% | $3,324+138.7% | $4,839+64.0% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $226 | $9,534-97.6% | $7,494-97.0% | $12,315-98.2% |