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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 | $1,466,911 | $140,592+943.4% | $123,105+1091.6% | $125,389+1069.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 4.73% | 16.80%-12.1pp | 13.22%-8.5pp | 282.24%-277.5pp |
| Employer contribution / active EE | $3,065 | $6,041-49.3% | $5,151-40.5% | $4,866-37.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $15 | $11,198-99.9% | $9,014-99.8% | $9,541-99.8% |