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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 | $1,664,863 | $100,911+1549.8% | $90,440+1740.9% | $158,966+947.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.85% | 1726.62%-1713.8pp | 1294.38%-1281.5pp | 302.95%-290.1pp |
| Employer contribution / active EE | $6,693 | $3,690+81.4% | $3,263+105.1% | $4,762+40.5% |
| Participant deferral / active EE | $8,320 | $4,348+91.3% | $3,964+109.9% | $5,983+39.1% |
| Admin fee / account holder | $48 | $6,507-99.3% | $5,615-99.1% | $11,250-99.6% |