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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 | $3,090,264 | $212,386+1355.0% | $199,883+1446.0% | $138,895+2124.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.32% | 47.75%-33.4pp | 43.81%-29.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $39,600 | $6,625+497.8% | $6,261+532.5% | $4,194+844.2% |
| Participant deferral / active EE | $15,500 | $9,617+61.2% | $9,138+69.6% | $6,396+142.3% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |