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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 | $1,049,649 | $174,379+501.9% | $152,093+590.1% | $138,895+655.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.42% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $27,610 | $4,652+493.5% | $4,175+561.4% | $4,194+558.3% |
| Participant deferral / active EE | $14,076 | $6,159+128.5% | $5,451+158.2% | $6,396+120.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |