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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 | $1,859,512 | $118,875+1464.3% | $96,572+1825.5% | $167,553+1009.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 24.21% | 50.50%-26.3pp | 37.79%-13.6pp | 478.89%-454.7pp |
| Employer contribution / active EE | $34,425 | $3,121+1003.0% | $2,357+1360.3% | $4,840+611.3% |
| Participant deferral / active EE | $26,000 | $4,617+463.1% | $3,850+575.4% | $6,343+309.9% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |