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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 | $1,480,254 | $141,004+949.8% | $112,273+1218.4% | $139,466+961.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.67% | 32.75%-19.1pp | 30.23%-16.6pp | 373.66%-360.0pp |
| Employer contribution / active EE | $20,140 | $4,285+370.0% | $3,431+486.9% | $4,754+323.6% |
| Participant deferral / active EE | $17,020 | $5,878+189.6% | $4,800+254.6% | $6,712+153.6% |
| Admin fee / account holder | $40 | $9,959-99.6% | $7,752-99.5% | $11,409-99.6% |