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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 | $1,105,893 | $90,486+1122.2% | $78,676+1305.6% | $273,972+303.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.25% | 75.62%-68.4pp | 62.19%-54.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $16,623 | $3,175+423.5% | $2,850+483.2% | $4,869+241.4% |
| Participant deferral / active EE | $16,072 | $3,901+312.0% | $3,517+357.0% | $5,287+204.0% |
| Admin fee / account holder | $129 | $5,263-97.6% | $4,510-97.1% | $10,133-98.7% |