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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 | $1,236,204 | $175,257+605.4% | $149,717+725.7% | $139,456+786.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.26% | 166.70%-144.4pp | 134.41%-112.1pp | 373.45%-351.2pp |
| Employer contribution / active EE | $12,390 | $5,477+126.2% | $4,820+157.1% | $4,753+160.7% |
| Participant deferral / active EE | $26,250 | $6,521+302.5% | $5,682+362.0% | $6,711+291.1% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |