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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 | $1,993,210 | $138,072+1343.6% | $123,549+1513.3% | $135,382+1372.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.64% | 153.69%-150.1pp | 119.20%-115.6pp | 519.77%-516.1pp |
| Employer contribution / active EE | $36,199 | $5,152+602.7% | $4,628+682.2% | $4,779+657.5% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |