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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 | $1,333,172 | $154,228+764.4% | $145,433+816.7% | $137,256+871.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.67% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $15,000 | $4,804+212.2% | $4,554+229.3% | $4,156+260.9% |
| Participant deferral / active EE | $4,800 | $8,216-41.6% | $7,897-39.2% | $6,407-25.1% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |