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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 | $1,044,706 | $175,259+496.1% | $149,723+597.8% | $139,487+649.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 31.02% | 166.82%-135.8pp | 134.50%-103.5pp | 373.84%-342.8pp |
| Employer contribution / active EE | $2,009 | $5,478-63.3% | $4,821-58.3% | $4,755-57.8% |
| Participant deferral / active EE | $14,789 | $6,522+126.8% | $5,682+160.2% | $6,713+120.3% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |