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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 | $251,809 | $100,895+149.6% | $90,430+178.5% | $158,950+58.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.36% | 1725.54%-1702.2pp | 1293.73%-1270.4pp | 302.91%-279.5pp |
| Employer contribution / active EE | $27,341 | $3,689+641.2% | $3,262+738.2% | $4,762+474.2% |
| Participant deferral / active EE | $3,699 | $4,347-14.9% | $3,963-6.6% | $5,983-38.2% |
| Admin fee / account holder | $60 | $6,505-99.1% | $5,613-98.9% | $11,248-99.5% |