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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 | $635,609 | $92,798+584.9% | $96,707+557.3% | $137,256+363.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 17.75% | 31.24%-13.5pp | 34.78%-17.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $20,601 | $4,147+396.7% | $4,191+391.5% | $4,156+395.7% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |