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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 | $1,212,439 | $223,823+441.7% | $211,142+474.2% | $154,746+683.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 20.20% | 50.39%-30.2pp | 46.84%-26.6pp | 172.34%-152.1pp |
| Employer contribution / active EE | $25,000 | $6,787+268.4% | $6,442+288.1% | $4,379+470.9% |
| Participant deferral / active EE | $31,000 | $9,750+217.9% | $9,284+233.9% | $6,730+360.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |