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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 | $1,593,196 | $183,516+768.1% | $155,534+924.3% | $145,884+992.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.00% | 61.43%-52.4pp | 64.92%-55.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $7,625 | $5,315+43.5% | $4,675+63.1% | $4,662+63.5% |
| Participant deferral / active EE | $17,224 | $6,467+166.3% | $5,630+205.9% | $6,690+157.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |