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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 | $1,933,351 | $77,920+2381.2% | $149,723+1191.3% | $75,177+2471.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 27.77% | 31.72%-4.0pp | 134.50%-106.7pp | 160.75%-133.0pp |
| Employer contribution / active EE | $37,252 | $3,138+1087.0% | $4,821+672.7% | $2,671+1294.7% |
| Participant deferral / active EE | $22,538 | $3,411+560.7% | $5,682+296.6% | $4,126+446.2% |
| Admin fee / account holder | $227 | $5,951-96.2% | $13,215-98.3% | $5,651-96.0% |