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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 | $1,366,500 | $176,120+675.9% | $159,487+756.8% | $167,553+715.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.05% | 331.95%-308.9pp | 263.71%-240.7pp | 478.89%-455.8pp |
| Employer contribution / active EE | $15,237 | $5,299+187.5% | $4,831+215.4% | $4,840+214.8% |
| Participant deferral / active EE | $5,714 | $7,752-26.3% | $7,354-22.3% | $6,343-9.9% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |