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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 | $2,114,642 | $289,211+631.2% | $260,467+711.9% | $198,609+964.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 12.55% | 112.90%-100.4pp | 100.60%-88.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $17,686 | $4,663+279.3% | $4,239+317.3% | $5,055+249.8% |
| Participant deferral / active EE | $14,250 | $6,812+109.2% | $6,319+125.5% | $6,977+104.2% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |