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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 | $2,091,528 | $227,291+820.2% | $214,702+874.2% | $155,188+1247.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.77% | 60.08%-38.3pp | 54.55%-32.8pp | 148.84%-127.1pp |
| Employer contribution / active EE | $64,827 | $6,772+857.3% | $6,461+903.4% | $4,248+1426.1% |
| Participant deferral / active EE | $3,344 | $9,582-65.1% | $9,147-63.4% | $6,531-48.8% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |