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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 | $884,614 | $72,071+1127.4% | $68,368+1193.9% | $137,256+544.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.85% | 353.14%-338.3pp | 292.57%-277.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $31,442 | $2,788+1027.8% | $2,649+1087.0% | $4,156+656.5% |
| Participant deferral / active EE | $17,485 | $4,410+296.5% | $4,123+324.1% | $6,407+172.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |