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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 | $1,376,964 | $166,089+729.0% | $164,928+734.9% | $145,978+843.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.77% | 100.26%-83.5pp | 70.08%-53.3pp | 550.52%-533.8pp |
| Employer contribution / active EE | $46,000 | $5,276+771.8% | $4,343+959.1% | $4,662+886.7% |
| Participant deferral / active EE | $30,500 | $6,961+338.1% | $6,034+405.5% | $6,690+355.9% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |