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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 | $1,269,626 | $196,972+544.6% | $182,262+596.6% | $198,609+539.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.91% | 158.27%-143.4pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $32,691 | $5,364+509.5% | $5,046+547.9% | $5,055+546.7% |
| Participant deferral / active EE | $24,470 | $8,643+183.1% | $8,276+195.7% | $6,977+250.7% |
| Admin fee / account holder | $63 | $18,429-99.7% | $16,712-99.6% | $19,030-99.7% |