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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 | $1,417,506 | $391,394+262.2% | $342,983+313.3% | $461,066+207.4% |
| Participation rate | 100.0% | 89.0%+11.0pp | 88.2%+11.8pp | 87.7%+12.3pp |
| Annual return | 17.59% | -3.77%+21.4pp | -2.60%+20.2pp | 484.84%-467.3pp |
| Employer contribution / active EE | $17,800 | $8,803+102.2% | $7,825+127.5% | $9,163+94.3% |
| Participant deferral / active EE | $22,533 | $6,244+260.9% | $6,109+268.8% | $6,032+273.6% |
| Admin fee / account holder | $0 | $23,519-100.0% | $22,391-100.0% | $28,147-100.0% |