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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 | $1,265,173 | $110,307+1047.0% | $96,576+1210.0% | $139,456+807.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.90% | 26.40%-16.5pp | 25.87%-16.0pp | 373.45%-363.5pp |
| Employer contribution / active EE | $29,250 | $3,619+708.2% | $2,965+886.5% | $4,753+515.4% |
| Participant deferral / active EE | $19,429 | $5,547+250.2% | $4,851+300.5% | $6,711+189.5% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |