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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 | $646,612 | $107,363+502.3% | $92,909+596.0% | $152,897+322.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.87% | 145.63%-131.8pp | 109.44%-95.6pp | 345.43%-331.6pp |
| Employer contribution / active EE | $20,473 | $4,222+384.9% | $3,653+460.4% | $4,764+329.8% |
| Participant deferral / active EE | $6,644 | $4,848+37.1% | $4,238+56.8% | $5,851+13.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |