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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 | $1,979,339 | $175,259+1029.4% | $149,723+1222.0% | $139,487+1319.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 48.80% | 166.82%-118.0pp | 134.50%-85.7pp | 373.84%-325.0pp |
| Employer contribution / active EE | $18,189 | $5,478+232.0% | $4,821+277.3% | $4,755+282.6% |
| Participant deferral / active EE | $20,000 | $6,522+206.7% | $5,682+252.0% | $6,713+197.9% |
| Admin fee / account holder | $31 | $16,158-99.8% | $13,215-99.8% | $11,407-99.7% |