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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 | $3,392,794 | $160,040+2020.0% | $147,096+2206.5% | $145,877+2225.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.40% | 98.49%-77.1pp | 419.75%-398.3pp | 551.28%-529.9pp |
| Employer contribution / active EE | $43,162 | $5,289+716.0% | $4,936+774.4% | $4,663+825.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $43 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |