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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 | $3,154,313 | $209,874+1403.0% | $189,537+1564.2% | $167,536+1782.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.52% | 748.61%-722.1pp | 555.34%-528.8pp | 478.82%-452.3pp |
| Employer contribution / active EE | $20,393 | $6,913+195.0% | $6,161+231.0% | $4,839+321.4% |
| Participant deferral / active EE | $20,800 | $8,934+132.8% | $8,220+153.0% | $6,342+228.0% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |