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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 | $1,002,631 | $156,398+541.1% | $147,318+580.6% | $138,895+621.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.36% | 78.75%-52.4pp | 70.43%-44.1pp | 145.39%-119.0pp |
| Employer contribution / active EE | $13,500 | $4,853+178.2% | $4,593+193.9% | $4,194+221.9% |
| Participant deferral / active EE | $21,978 | $8,237+166.8% | $7,906+178.0% | $6,396+243.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |