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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 | $1,500,563 | $177,595+744.9% | $148,496+910.5% | $198,609+655.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.56% | 9.97%+10.6pp | 12.33%+8.2pp | 202.70%-182.1pp |
| Employer contribution / active EE | $3,002 | $4,098-26.7% | $3,497-14.2% | $5,055-40.6% |
| Participant deferral / active EE | $20,667 | $5,539+273.1% | $4,808+329.8% | $6,977+196.2% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |