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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 | $2,549,038 | $175,259+1354.4% | $149,723+1602.5% | $139,487+1727.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.10% | 166.82%-141.7pp | 134.50%-109.4pp | 373.84%-348.7pp |
| Employer contribution / active EE | $33,000 | $5,478+502.4% | $4,821+584.5% | $4,755+594.1% |
| Participant deferral / active EE | $7,514 | $6,522+15.2% | $5,682+32.2% | $6,713+11.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |