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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 | $1,171,172 | $213,785+447.8% | $185,441+531.6% | $155,188+654.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.61% | 19.97%-7.4pp | 20.16%-7.6pp | 148.84%-136.2pp |
| Employer contribution / active EE | $23,333 | $5,393+332.7% | $4,672+399.4% | $4,248+449.3% |
| Participant deferral / active EE | $10,333 | $6,864+50.5% | $6,152+68.0% | $6,531+58.2% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |