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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 | $1,872,003 | $201,344+829.8% | $184,243+916.0% | $145,877+1183.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.70% | 29.01%-7.3pp | 28.82%-7.1pp | 551.28%-529.6pp |
| Employer contribution / active EE | $5,081 | $7,022-27.7% | $6,427-20.9% | $4,663+9.0% |
| Participant deferral / active EE | $34,500 | $9,807+251.8% | $9,132+277.8% | $6,691+415.7% |
| Admin fee / account holder | $63 | $16,382-99.6% | $13,914-99.6% | $13,402-99.5% |