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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 | $1,710,693 | $160,040+968.9% | $147,096+1063.0% | $145,877+1072.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.49% | 98.49%-74.0pp | 419.75%-395.3pp | 551.28%-526.8pp |
| Employer contribution / active EE | $5,000 | $5,289-5.5% | $4,936+1.3% | $4,663+7.2% |
| Participant deferral / active EE | $5,080 | $8,429-39.7% | $8,071-37.1% | $6,691-24.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |