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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 | $1,834,689 | $113,941+1510.2% | $94,229+1847.1% | $125,389+1363.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 630.61% | 5.29%+625.3pp | 10.68%+619.9pp | 282.24%+348.4pp |
| Employer contribution / active EE | $985 | $4,727-79.2% | $3,587-72.6% | $4,866-79.8% |
| Participant deferral / active EE | $14,500 | $5,179+180.0% | $4,320+235.6% | $5,352+170.9% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |