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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 | $2,672,920 | $197,625+1252.5% | $177,840+1403.0% | $158,966+1581.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.44% | 58.76%-34.3pp | 48.32%-23.9pp | 302.95%-278.5pp |
| Employer contribution / active EE | $27,908 | $6,698+316.7% | $5,919+371.5% | $4,762+486.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |