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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 | $1,888,350 | $154,228+1124.4% | $145,433+1198.4% | $137,256+1275.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 1193.09% | 74.59%+1118.5pp | 66.58%+1126.5pp | 220.34%+972.8pp |
| Employer contribution / active EE | $33,463 | $4,804+596.6% | $4,554+634.7% | $4,156+705.2% |
| Participant deferral / active EE | $22,400 | $8,216+172.6% | $7,897+183.6% | $6,407+249.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |