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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 | $1,624,235 | $162,136+901.8% | $152,301+966.5% | $154,746+949.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.10% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $30,121 | $4,890+515.9% | $4,624+551.3% | $4,379+587.8% |
| Participant deferral / active EE | $19,688 | $8,341+136.0% | $8,004+146.0% | $6,730+192.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |