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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 | $1,471,061 | $124,425+1082.3% | $112,040+1213.0% | $137,256+971.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 82.78% | 24.72%+58.1pp | 24.52%+58.3pp | 220.34%-137.6pp |
| Employer contribution / active EE | $36,447 | $3,411+968.4% | $2,954+1133.8% | $4,156+777.0% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $40 | $15,207-99.7% | $12,098-99.7% | $12,270-99.7% |