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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 | $411,403 | $54,763+651.2% | $90,324+355.5% | $72,976+463.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.50% | 30.63%-9.1pp | 78.15%-56.7pp | 81.02%-59.5pp |
| Employer contribution / active EE | $24,986 | $2,093+1093.6% | $2,856+774.9% | $2,440+924.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |