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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 | $1,305,869 | $154,228+746.7% | $145,433+797.9% | $137,256+851.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.09% | 74.59%-44.5pp | 66.58%-36.5pp | 220.34%-190.3pp |
| Employer contribution / active EE | $46,500 | $4,804+867.9% | $4,554+921.0% | $4,156+1018.9% |
| Participant deferral / active EE | $27,250 | $8,216+231.7% | $7,897+245.1% | $6,407+325.3% |
| Admin fee / account holder | $10 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |