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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 | $2,183,205 | $162,529+1243.3% | $130,788+1569.3% | $154,746+1310.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.16% | 510.48%-499.3pp | 386.44%-375.3pp | 172.34%-161.2pp |
| Employer contribution / active EE | $23,693 | $4,447+432.7% | $3,558+565.9% | $4,379+441.1% |
| Participant deferral / active EE | $24,735 | $4,808+414.4% | $4,137+497.9% | $6,730+267.5% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |