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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 | $1,154,242 | $181,062+537.5% | $158,223+629.5% | $155,188+643.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.89% | 57.39%-32.5pp | 52.09%-27.2pp | 148.84%-123.9pp |
| Employer contribution / active EE | $4,500 | $4,565-1.4% | $4,109+9.5% | $4,248+5.9% |
| Participant deferral / active EE | $27,250 | $6,134+344.2% | $5,467+398.5% | $6,531+317.2% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |