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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 | $1,492,887 | $183,592+713.2% | $155,567+859.6% | $145,959+922.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.51% | 61.24%-43.7pp | 64.74%-47.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $13,470 | $5,315+153.4% | $4,674+188.2% | $4,661+189.0% |
| Participant deferral / active EE | $26,749 | $6,464+313.8% | $5,628+375.3% | $6,689+299.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |