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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 | $1,240,893 | $154,145+705.0% | $130,014+854.4% | $139,427+790.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 32.49%-19.2pp | -137.22%+150.5pp | 373.27%-360.0pp |
| Employer contribution / active EE | $28,913 | $5,290+446.5% | $4,320+569.2% | $4,752+508.5% |
| Participant deferral / active EE | $21,217 | $6,711+216.2% | $5,821+264.5% | $6,711+216.2% |
| Admin fee / account holder | $0 | $14,009-100.0% | $10,616-100.0% | $11,404-100.0% |