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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 | $937,189 | $136,307+587.6% | $106,619+779.0% | $273,972+242.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.85% | 11.05%-3.2pp | 9.42%-1.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $36,315 | $5,190+599.7% | $3,947+820.1% | $4,869+645.9% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |