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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 | $305,952 | $153,769+99.0% | $133,975+128.4% | $273,972+11.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.36% | 36.51%-29.2pp | 29.29%-21.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $15,217 | $6,029+152.4% | $5,211+192.0% | $4,869+212.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |