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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 | $1,797,578 | $201,372+792.7% | $184,260+875.6% | $145,884+1132.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 96.10% | 29.04%+67.1pp | 28.84%+67.3pp | 551.85%-455.7pp |
| Employer contribution / active EE | $25,659 | $7,024+265.3% | $6,427+299.2% | $4,662+450.4% |
| Participant deferral / active EE | $24,901 | $9,808+153.9% | $9,133+172.7% | $6,690+272.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |