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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 | $1,103,441 | $156,398+605.5% | $147,318+649.0% | $138,895+694.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.46% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $26,164 | $4,853+439.1% | $4,593+469.7% | $4,194+523.8% |
| Participant deferral / active EE | $24,480 | $8,237+197.2% | $7,906+209.6% | $6,396+282.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |