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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 | $1,298,217 | $159,934+711.7% | $147,005+783.1% | $145,959+789.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.00% | 98.24%-86.2pp | 418.76%-406.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $4,288 | $5,287-18.9% | $4,934-13.1% | $4,661-8.0% |
| Participant deferral / active EE | $17,230 | $8,427+104.5% | $8,070+113.5% | $6,689+157.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |