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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 | $1,545,415 | $181,896+749.6% | $156,551+887.2% | $273,972+464.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.38% | 30.74%-26.4pp | 32.23%-27.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $53,000 | $6,248+748.3% | $5,501+863.4% | $4,869+988.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $67 | $15,560-99.6% | $13,028-99.5% | $10,133-99.3% |