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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 | $442,309 | $99,380+345.1% | $90,312+389.8% | $155,188+185.0% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 9.88% | 19.35%-9.5pp | 18.90%-9.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $16,880 | $2,390+606.3% | $2,243+652.7% | $4,248+297.4% |
| Participant deferral / active EE | $30,500 | $4,212+624.2% | $3,749+713.5% | $6,531+367.0% |
| Admin fee / account holder | $0 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |