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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 | $1,340,416 | $99,031+1253.5% | $86,597+1447.9% | $147,585+808.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.98% | 1312.56%-1303.6pp | 964.96%-956.0pp | 578.57%-569.6pp |
| Employer contribution / active EE | $53,000 | $3,132+1592.1% | $2,840+1766.5% | $4,876+986.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $45 | $5,711-99.2% | $4,906-99.1% | $10,885-99.6% |