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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 | $1,479,166 | $117,846+1155.2% | $102,434+1344.0% | $145,884+913.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.45% | 31.90%-13.4pp | 29.46%-11.0pp | 551.85%-533.4pp |
| Employer contribution / active EE | $32,000 | $3,615+785.3% | $3,023+958.5% | $4,662+586.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | -$2,104 | $13,356-115.8% | $9,462-122.2% | $13,392-115.7% |