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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 | $1,047,743 | $185,312+465.4% | $161,489+548.8% | $154,746+577.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 27.43% | 103.84%-76.4pp | 89.72%-62.3pp | 172.34%-144.9pp |
| Employer contribution / active EE | $16,886 | $4,769+254.1% | $4,268+295.6% | $4,379+285.6% |
| Participant deferral / active EE | $10,782 | $6,350+69.8% | $5,630+91.5% | $6,730+60.2% |
| Admin fee / account holder | $96 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |