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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 | $1,162,215 | $217,432+434.5% | $185,849+525.4% | $167,536+593.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.20% | 148.42%-132.2pp | 122.10%-105.9pp | 478.82%-462.6pp |
| Employer contribution / active EE | $17,280 | $5,875+194.2% | $5,169+234.3% | $4,839+257.1% |
| Participant deferral / active EE | $14,133 | $6,357+122.3% | $5,569+153.8% | $6,342+122.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |