Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,451,314 | $180,461+704.2% | $154,110+841.7% | $135,381+972.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.53% | 888.23%-879.7pp | 735.22%-726.7pp | 519.81%-511.3pp |
| Employer contribution / active EE | $34,929 | $6,035+478.8% | $5,298+559.3% | $4,779+630.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,146-100.0% | $13,412-100.0% | $10,828-100.0% |