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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 | $1,604,394 | $160,040+902.5% | $147,096+990.7% | $145,877+999.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.75% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $15,333 | $5,289+189.9% | $4,936+210.6% | $4,663+228.8% |
| Participant deferral / active EE | $20,167 | $8,429+139.3% | $8,071+149.9% | $6,691+201.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |