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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 | $1,764,824 | $88,754+1888.4% | $81,820+2057.0% | $145,877+1109.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.48% | 1031.77%-1020.3pp | 777.93%-766.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $9,028 | $3,085+192.6% | $2,915+209.7% | $4,663+93.6% |
| Participant deferral / active EE | $12,767 | $4,648+174.7% | $4,323+195.3% | $6,691+90.8% |
| Admin fee / account holder | $60 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |