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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 | $318,811 | $96,678+229.8% | $86,640+268.0% | $139,466+128.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.77% | 106.69%-86.9pp | 592.52%-572.7pp | 373.66%-353.9pp |
| Employer contribution / active EE | $27,696 | $3,265+748.1% | $3,024+815.8% | $4,754+482.6% |
| Participant deferral / active EE | $27,917 | $4,837+477.2% | $4,438+529.0% | $6,712+315.9% |
| Admin fee / account holder | $186 | $6,410-97.1% | $5,616-96.7% | $11,409-98.4% |