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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 | $1,064,484 | $817,678+30.2% | $392,568+171.2% | $152,897+596.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 22.81% | 22.84%0pp | 24.42%-1.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $22,047 | $5,502+300.7% | $3,783+482.8% | $4,764+362.8% |
| Participant deferral / active EE | $7,175 | $8,398-14.6% | $5,985+19.9% | $5,851+22.6% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,599-100.0% |