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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 | $1,062,250 | $217,427+388.6% | $185,837+471.6% | $167,518+534.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.96% | 148.39%-127.4pp | 122.08%-101.1pp | 478.71%-457.8pp |
| Employer contribution / active EE | $26,939 | $5,874+358.6% | $5,168+421.3% | $4,838+456.8% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |