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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 | $562,922 | $106,236+429.9% | $96,496+483.4% | $139,427+303.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.12% | 38.43%-25.3pp | 35.70%-22.6pp | 373.27%-360.2pp |
| Employer contribution / active EE | $30,150 | $4,104+634.6% | $3,738+706.6% | $4,752+534.5% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $7,879-100.0% | $6,731-100.0% | $11,404-100.0% |