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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 | $1,618,006 | $172,111+840.1% | $150,298+976.5% | $137,256+1078.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.92% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $70,000 | $4,636+1409.8% | $4,154+1585.1% | $4,156+1584.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $178 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |