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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 | $139,948+972.2% | $121,663+1133.4% | $154,746+869.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 20.56% | 230.52%-210.0pp | 147.54%-127.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $3,002 | $3,521-14.7% | $3,020-0.6% | $4,379-31.5% |
| Participant deferral / active EE | $20,667 | $5,629+267.2% | $4,887+322.9% | $6,730+207.1% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |