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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 | $2,314,638 | $111,535+1975.3% | $105,223+2099.7% | $137,256+1586.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.12% | 237.85%-213.7pp | 180.65%-156.5pp | 220.34%-196.2pp |
| Employer contribution / active EE | $15,596 | $3,939+295.9% | $3,689+322.8% | $4,156+275.3% |
| Participant deferral / active EE | $16,331 | $5,500+196.9% | $5,072+222.0% | $6,407+154.9% |
| Admin fee / account holder | $15 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |