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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 | $650,785 | $93,064+599.3% | $74,577+772.6% | $273,972+137.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.58% | 26.18%-23.6pp | 20.47%-17.9pp | 41.46%-38.9pp |
| Employer contribution / active EE | $37,800 | $3,160+1096.3% | $2,525+1396.9% | $4,869+676.4% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |