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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 | $2,515,683 | $210,510+1095.0% | $153,500+1538.9% | $145,877+1624.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.06% | 13.45%-2.4pp | 15.70%-4.6pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $6,052-100.0% | $5,039-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,455-100.0% | $12,736-100.0% | $13,402-100.0% |