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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 | $3,374,459 | $223,823+1407.6% | $211,142+1498.2% | $154,746+2080.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 34.39% | 50.39%-16.0pp | 46.84%-12.4pp | 172.34%-137.9pp |
| Employer contribution / active EE | $36,337 | $6,787+435.4% | $6,442+464.0% | $4,379+729.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |