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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 | $1,454,898 | $108,922+1235.7% | $100,398+1349.1% | $145,978+896.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 109.36% | 58.04%+51.3pp | 49.32%+60.0pp | 550.52%-441.2pp |
| Employer contribution / active EE | $37,860 | $4,426+755.4% | $3,946+859.5% | $4,662+712.1% |
| Participant deferral / active EE | $12,438 | $8,450+47.2% | $8,084+53.9% | $6,690+85.9% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |