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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 | $1,324,539 | $172,111+669.6% | $150,298+781.3% | $137,256+865.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.72% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $46,500 | $4,636+903.0% | $4,154+1019.4% | $4,156+1018.9% |
| Participant deferral / active EE | $27,250 | $6,166+342.0% | $5,453+399.8% | $6,407+325.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |