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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 | $1,773,555 | $172,111+930.5% | $150,298+1080.0% | $137,256+1192.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.26% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,080 | $4,636-12.0% | $4,154-1.8% | $4,156-1.8% |
| Participant deferral / active EE | $36,167 | $6,166+486.6% | $5,453+563.3% | $6,407+464.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |