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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 | $1,620,599 | $196,972+722.8% | $182,262+789.2% | $198,609+716.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.76% | 158.27%-148.5pp | 140.60%-130.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $3,919 | $5,364-26.9% | $5,046-22.3% | $5,055-22.5% |
| Participant deferral / active EE | $15,138 | $8,643+75.2% | $8,276+82.9% | $6,977+117.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |