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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 | $1,554,840 | $171,492+806.7% | $150,734+931.5% | $198,609+682.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 17.21% | 804.70%-787.5pp | 600.81%-583.6pp | 202.70%-185.5pp |
| Employer contribution / active EE | $41,500 | $5,470+658.7% | $4,918+743.8% | $5,055+720.9% |
| Participant deferral / active EE | $28,500 | $6,259+355.3% | $5,610+408.0% | $6,977+308.5% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |