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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 | $1,710,257 | $100,970+1593.8% | $96,576+1670.9% | $137,256+1146.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 37.07% | 38.16%-1.1pp | 38.47%-1.4pp | 220.34%-183.3pp |
| Employer contribution / active EE | $17,833 | $3,809+368.2% | $3,553+401.9% | $4,156+329.1% |
| Participant deferral / active EE | $31,000 | $8,286+274.1% | $7,956+289.6% | $6,407+383.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |